There are two options how to create invoice based on 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 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 project -> using the option Prepayment what will create and credit account in Allfred.
Creating the credit account is the same like issuing the invoice except one difference in second step of inovicing.
1. go to Finance section -> Outgoing Invoices -> New invoice or start directly from specific project
2. in first step of invoicing fill in all the required data and proceed to the second step. It is not necessary to add Project here.
3. Instead of selecting the budget items, you need to click on the "+Add prepayment" button and then select "Choose credit account > New credit account > Enter the amount and name"
4. 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
