How to Allocate Sales Invoices to Projects or Cost Centers for Revenue and Sales Tracking

Guidelines on how to assign a sales invoice to a specific project or cost center so you can track the project’s sales and revenue:

You can upload or assign a sales invoice to a specific project using one of the following two methods:

1. While creating the invoice:

   • When creating the invoice, go to the bottom of the invoice in the Additional Information section.
   • Select the required project (cost center) from the list.
   • Save the invoice after selecting the project.

2. Previously created invoice:

   • Go to Sales Invoices.
   • Click View next to the invoice you want to edit.
   • Scroll to the bottom of the invoice in the Additional Information section.
   • Select the required project and click Save.

Additional Notes:

• Make sure the project exists in the system before assigning the invoice to it.
• Assigning the invoice to a project contributes to the accuracy of financial reports and cost distribution.

• You can assign a cost center to a sales invoice even after the invoice has been added and approved.

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Keywords for inquiry:

• How do I assign a sales invoice to a specific project?

• If I want to edit a sales invoice and add a cost center to it, how do I do it?

• Where do I add the project in the sales invoice while creating it?

• Can I edit an old invoice and add a cost center to it?

• How do I add a cost center to my existing invoices?

• The invoice doesn’t have a project assignment option, how do I add it?

• Does the project have to exist before assigning it in the invoice?

• How do I verify if the project is available to select in the invoice?