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April 7, 2019
Question

I Need to create and add a project to a customer after i have sent an estimate or invoice.

  • April 7, 2019
  • 1 reply
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1 reply

April 8, 2019

Hello apayne01,

 

You will need to create this project, then go into the estimate/invoice and change the Customer box to the project name.

 

Do you need help creating the project?

 

Thanks,

 

Talia