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Adding invoices and estimates to your project

Projects make it simple to keep track of the invoices and estimates related to a single project in one place. You can add invoices and estimates to a project using the following steps. 

Please note that a single invoice or estimate can only be added to one project.  

Additionally, for steps, on how to add expenses to a project, please check out this article.

iOS and Android

  1. Tap More on the navigation bar
  2. Tap Projects
  3. Open the project you'd like to add an invoice or estimate to 
  4. Tap Add file 
    • If there are already files associated with this project, tap the + symbol in the bottom right corner
  5. Tap Invoice or Estimate
  6. Tap Create a new invoice/estimate or Select existing invoice/estimate
    • For added ease of use, if you’ve added an existing client to your project, we will let you choose from estimates or invoices assigned to that client using the Select existing option
    • If you select an existing document, it will be added to your project after you tap Add Selected after checking the circle next to the document number 
    • If you create a new document, it will be added to the project after you tap Save, or send it

Web

  1. From the home screen, click Projects
  2. Open the project you'd like to add an invoice or estimate to
  3. In the Files tab, click Add estimate or Add invoice
    • If there are already files associated with this project, click the + icon first
  4. Click on Create new or Select existing
    • For added ease of use, if you’ve added an existing client to your project, we will let you choose from estimates or invoices assigned to that client using the Select existing invoice option
    • If you select an existing document, it will be added to the project after you click on Add selected after checking the circle next to the document number
    • If you create a new document, it will be added to the project after you click on Save and close or send it 

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