Create Projects and Tasks from Sales Orders¶
When you sell your services, you can choose to automatically have a project/task created, helping you to not lose track of the work that needs to get done, streamlining the processes between teams. In addition to that, you are able to invoice or reinvoice clients according to the exact time spent on that service.
Product set up¶
Confirm a quotation and have a project/task created¶
Now, once a Quotation is confirmed and transformed into a Sales Order, a project or task is automatically created.
Access the task generated from Project¶
On the Project application, your new project and/or task (depending on the previous Service Tracking options chosen), is shown:
Record the time spent and create an invoice¶
From Project, access your task and document the time spent under the Timesheets tab.
Once the task is complete, click on Sales Order and Create Invoice.
To only invoice approved timesheets, go to, and enable Approved timesheets only.