Is there a way to innclude the name of the project in an invoice?

[XRay]

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]

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?

[XRay]

I will try it, but I do hourly tasks so that is why I use the tasks window to set up the invoices.

[hillel]

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]

I personally use a single project and I use the tasks window to clock in the hours.

[hillel]

Thanks for the feedback! We’ll look into this…

[david]

The variable $project.name is available you can insert this in the Invoice Terms or Footer

[cdahinten]

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:

Issue with $counter and $client_counter

@david , I am on v5.3.29-C62 an want to generate project numbers like: {$client_id_number}-{$client_counter} [Bildschirmfoto 2021-11-04 um 18.07.45] But end up with this: [Bildschirmfoto 2021-11-04 um 18.07.23] I had expected to have each Project of a Client named e.g. like this: ATLO-00100 ATLO-00101 ATLO-00102 BTLI-00100 BTLI-00101 BTLI-00103 I have tested with $group_counter too, but seems to be identical. Once I tested in earlier version I though it was working properly: Ge…

Have you revised these issues?