How to invoice a Budget Proposal?

Written by Alexandra Gallisová

Updated over 8 months ago

It is not possible to invoice budget proposal until it is assigned to the active project. To invoice the proposal you need to create the project first.

Follow these steps to create the project from budget proposal.

Follow these steps to create an invoce.

Quick guide for self-onboarding: Project managers and Team leaders

How to assign a budget to the new project?

Creating a project from an approved budget proposal

How to create a Budget or Budget Proposal?

Role-based Access to Budgets and Proposals in the Budgets Section