Remember that in order to start invoicing your projects, you will first need to set up your billing and budgeting preferences per project. These preferences always take precedence over the general project billing and budgeting settings you have set up in Holded.
- Go to Projects from the navigation bar
- Click on Projects
- Enter the corresponding project
Assigning contacts when invoicing projects
In case there is no contact assigned to the project, you will first need to assign it in order to access the rest of the options that will allow you to invoice your project in Holded.
- Click on the Settings button
- Select General
- Under Assign project to a contact, choose the contact you want to assign to the project
- Hit Save
Learn more here about project billing in Holded