Manage invoices

This document offers step-by-step guidance on managing invoices, highlighting the essential aspects of the process.

Add an Invoice

1. Open the application
2. Go to Invoices
3. Click on Add Invoice
4. Fill in the mandatory information
5. Add line items
   1. Add calculated line items from timesheets
   2. Add manual line items
      
6. Click Save to save the information
7. or click Cancel to close the modal without saving your changes

Edit an Invoice

1. Open the application
2. Go to Invoices
3. Click on Edit Invoice
4. Edit the information
5. Click Save to save the information
6. or click Send to send the proposal to the defined contacts
7. or click Cancel to close the modal without saving your changes

Delete an Invoice

1. Open the application
2. Go to Invoices
3. Click on Delete Project
4. Confirm deletion