Changing an invoice across to another project can be required when there are changes in billing requirements, or when you've split a major piece of work into sub-projects and need the finances located within a sub-project. No matter the reason, we've made it easy to move invoices.
Open the invoice, you can then manually change the Invoice to another project by clicking Actions and selecting Change Project from the drop-down menu. You will then be prompted with a pop-up box to select the project, by either typing, or clicking to show available options via the drop-down.
When changing the invoice, Wiplist allows for it to be moved within the same client and across to an active project. This is to ensure any specific client, or pricing tiers information is retained.
