When creating a sales or purchase document, you can link it to a project. However, if you're using service prices in your document, you can also link a project to each product or service in the document. This allows you to:
- Consolidate multiple jobs from different projects into a single document for your client. Additionally, you'll see the data for that specific job in each project's detailed view.
- Split costs between different projects when using this option on a bill.
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1. Linking a document with several projects
To link a document with several projects (we're using quotes as an example, but it works the same way for any sales or purchase document):
- Create a new document and ensure your document uses 'Service prices' as the pricing method. Project linking on each line is not possible on documents with a role pricing method.
- In the Project field, select the option Project on each line.
- Once selected, a Project field will appear on each document line – select the required project and save the document.
Once the document is saved, you'll be redirected to the document's detailed view, which will display the Project column, with the relevant projects on each document line. Click on the project to open its detailed view.
2. Consolidated invoicing of activities from multiple projects
You can easily combine activities from multiple separate projects into a single invoice for your client using the detailed work report.
When you select activities from different projects within the Detailed work report and click Create invoice, Scoro automatically applies the Project on each line option in the Project field, with each individual invoice line mapped to its project. This is the most efficient way to bill for various workstreams while keeping your client's paperwork consolidated.
Learn more about time-billing.