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.
Choose a Project Title. By default, this is set as the Subject you put in your Invoice.
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.
Do you need any further help with this? Feel free to contact our support team via chat, or email.