Skip to main content

Did you know... you can set an invoice template and reminder plan per project?

Set a deviating invoice template and reminder plan on your project.

Thijs Vluttert avatar
Written by Thijs Vluttert
Updated this week

The projects you create for the same company or person can vary in terms of content and how you want the invoices (and any reminders) to align with them.

By default, you configure the preference settings for invoicing on the CRM profile of a company or person, such as the invoice template and the reminder plan. For this, see the following article:

It is also possible to set a deviating choice for this on the project.

  • Divergent invoice template

  • Divergent reminder plan

You can find this deviating setting by opening the project > Project settings tab.

This way, you can set up the invoicing for your project to suit the desired situation.

Did this answer your question?