Can I Create a Project from an Invoice?

With Avaza, you can create a Project from an Invoice easily. When you create a Project from an Invoice, each line item is added as a task into the Project, with some additional options based on your requirements.

Create a Project from an Invoice

To convert an Invoice into a Project, choose “Convert to Project” from the Actions Drop-down drop-down.

convert invoice to projectFigure: Choose “Convert to Project” from the Actions Drop-down

Choose a Project Title. By default, this is set as the Subject you put in your Invoice.

Create a Project from an InvoiceFigure: Choose Project Title & Additional Options

Each line item will be displayed as an individual task in the new project. Here are some additional options you can choose from:

  • Add the Total Invoice Amount as the Project Budget. This will also switch your Budget Type to Fixed Project Fees.
  • Add the Line Item Quantities as the Time Estimate on each Task.
  • Create a new Section in the Project for each Inventory Item Type.

Create a Project from an InvoiceFigure: New Project is Created with Invoice Line Items Added as Tasks

Do you need any further help with this? Feel free to contact our support team via chat, or email.