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Question

Why do my project codes not show on the invoice?

Solution

The first step is to verify the invoice format associated with your project. To check this, navigate to the Project Profile, then left menu Billing > Invoice Setup and look for the Primary Invoice Format.

Next, go to Admin > Setup > Accounting > Invoice Format > and edit the invoice format associated to the project.  Verify that 'Show Project Code' and\or 'Project Title' are selected.

Note: If you have multiple invoice formats, you will need to verify which format is associated to your lead project. To do this, navigate to Billing > Invoice Setup on the project, look for the Primary Invoice Format, then go to Admin > Setup > Accounting > Invoice Format. Once there, edit the invoice format associated to the project. Verify that 'Show Project Code' and\or 'Project Title' are selected.

You can change your settings and see a preview of what the invoice will look like by clicking the 'Refresh Preview' button on the right hand side of Admin Setup > Invoice Formats. Once the format is configured as desired, make sure to save your changes.

Additional Information

Help Docs - Invoice Formats


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