XRay
November 6, 2021, 1:18am
1
Hi
I am wondering how I can include the name of the project automatically when I create an invoice from tasks. I am entering them manually in the description but an automated way would be nicer especially if it is displayed at the top of the invoice.
Thanks
hillel
November 6, 2021, 3:56pm
2
Hi,
If you invoice the project, rather than the tasks, the project name will be automatically added to the invoice. Does that work for you?
1 Like
XRay
November 6, 2021, 7:31pm
3
I will try it, but I do hourly tasks so that is why I use the tasks window to set up the invoices.
hillel
November 6, 2021, 8:46pm
4
Do your invoices have a single project or could one invoice have multiple projects?
We’re considering changes to improve this but the proposed solution would only support one project.
XRay
November 7, 2021, 12:14am
5
I personally use a single project and I use the tasks window to clock in the hours.
1 Like
hillel
November 7, 2021, 5:37am
6
Thanks for the feedback! We’ll look into this…
1 Like
david
November 7, 2021, 10:36am
7
The variable $project.name is available you can insert this in the Invoice Terms or Footer
1 Like
Hello @david ,
I wait for that feature to work, because my workflow seems similar to @XRay . Right now on v5.3.29-C62 it does not work – or I do it the wrong way:
I need to include the project-Id but i still fail with $project.numer too!
I still fail with the generated number therefore:
Have you revised these issues?
1 Like