The Project Invoices widget lists the invoices that bill a project, on the project's Summary view. Use it to see what you've invoiced so far, and which invoices are late, without leaving the project.

Add the widget

  1. Open the project and choose its Summary view.

  2. Click Add Widget.

  3. In the Add a Widget library, click Add to Dashboard under Project Invoices.

Move, resize, rename and remove it as you would on your account dashboard. The layout is yours alone, and each Summary view keeps its own set of widgets.

What it shows

The widget has one row for each invoice with at least one line linked to the project, oldest first. The columns are Invoice ID, Subject, Status, Invoice Date, Due Date and Amount.

  • Invoices, retainer invoices and credit notes are all listed. Credit notes show as negative amounts.
  • Draft invoices are included. Voided invoices are left out.
  • Amount is the total of that invoice's lines for this project, excluding tax. Lines for other projects on the same invoice aren't counted.
  • A sent or partly paid invoice or retainer invoice that's past its due date shows as Late. A draft keeps the status Draft, even after its due date.
The Project Invoices widget listing four invoices, one Late, one Paid and two Draft, and a credit note with a negative amount

Lines you add with Add Time, Add Expense or Add Fixed Amount are linked to their project automatically. To link any other line, switch on Enable Project Invoice Link in Settings › Invoice & Bill Settings, then choose the project under Link project on the invoice line. An invoice with no linked lines doesn't appear.

Click a row to open the invoice or credit note. Only Administrators and Finance Managers can open them from the widget. Other roles see the list only.

Who can see it

Administrators, Finance Managers, Portfolio Managers and Project Managers can add the widget. Administrators and Finance Managers see the invoices on every project, and Portfolio Managers on the projects they're members of.

A Project Manager must be a member of the project, with Can manage Project Member Cost & Billable Rates and Can manage Fixed Amounts on project ticked for them. You'll find both in Project Settings, on the Members tab under Project Roles. Without both, the widget shows No Invoices to show, even when the project has invoices.

Project Collaborators and Timesheet/Expense Users can't add it: the library shows it locked.