Quote to Project: invoice quote price and tasks

Self-Hosted | v5
1

Hello, I’m working with projects in this way:

  • I send a quotation to client, with some product lines and prices.
  • After approval, I convert quote to project and start working.
  • While the work is done, some additional tasks and expenses are added to the project.

At project ending, I’d like to issue an unique invoice with:

  • Original quoted price
  • Additional tasks and expenses

Is this possible? If I’m using it properly I think it forces me to issue 2 different invoices, one from the quote section and another one from the project section.

Thank you.

2

Hi,

I think your best option is to convert the quote to an invoice and then add the tasks from the project.

3

The only option to add tasks to existing invoice is from the task screen? Can I do it from projects or invoice?

Thank you.

4

You can filter the task list by the project and then bulk-select the tasks and use the “Add to invoice” action.