There are two options how to create invoice based on a budget proposal that is not active in any project yet.
1) Create the project -> then issue an invoice
When your budget proposal is approved internally and by the clients (but it is not mandatory), you can create a new project directly from the Proposals list.
Click on "+project" button (displays after hovering over the row)
Allfred will automatically pre-fill the brand and project name based on the information in the budget proposal.
Add details like end date, project category, billing category, set the responsible managers or client access
After clicking on "Create project", Allfred will automatically assign this proposal as a budget to the project and create the project structure accordingly.
When the project is created, you can issue an invoice. Here is the guide on how to proceed.
2) Issue invoice without project (credit account)
There is only one way to issue an invoice without a project -> using the option Prepayment, which will create a credit account in Allfred.
Creating the credit account is the same as issuing a regular invoice, except for a few differences starting in the first and second step of invoicing.
Go to the Finance section -> Outgoing Invoices -> New invoice, or start directly from a specific project.
In the first step of invoicing, fill in all the required data. Do not select a project here. Proceed to the second step.
Since no project is selected, the second step will look empty - there are no budget items to choose from:
3. Instead of selecting budget items, click on the "+Add prepayment" button.
4. Then select "Choose credit account > New credit account", enter the amount and name. A credit account is always created at the brand level (not the project level).
5. Continue with the regular invoice creation process (enter dates, items, etc.). The invoice will be displayed in the Outgoing invoices section and also in the Credit accounts list.
If you use this second method, you have two options going forward:
Never create a project for this budget and simply keep the invoice as it is, recorded against the credit account, or
If you later create a project for this budget, you can cover its invoicing by drawing from the credit account using the "Get credit" option.