I can select all tasks in the task view or all expenses in the expense view and create an invoice. I cannot find a way to select tasks and expenses together or to add tasks/expenses to an existing invoice. Am I missing something or is this not possible?
Is there a future feature to allow this? Even letting you create a draft and then add line items from the other page instead of creating two invoices? I often have an expense (hardware) and a task (installation) at the same time. I’d like to invoice these together.
I have been unable to create an Invoice with Tasks and Expenses for a single Client. I do see the option to add a Product from an Invoice created via a Task.
Here are steps that I think should work to add both Tasks and Expenses, under one Client, to a single Invoice.
create a Client.
add an Expense under Client.
add a Task with manual time, under Client.
create invoice from Task.
look for option on Invoice page to add an Expense.
save Invoice as draft.
look for option on Expense Edit page to add to a Draft Invoice.
Would someone please give steps to use this feature? Thanks,