-
Go to Sales → Invoices and click “New Invoice”
-
After selecting a customer, a dropdown labeled “Bill Tasks” will appear next to the Items dropdown
-
This dropdown will auto-populate with all billable tasks associated with the selected customer
🛑 Note: This list excludes any tasks linked to projects.
Search Knowledge Base Articles
How to Invoice Non-Project Tasks:
Did you find this article useful?
Related Articles
-
Creating Recurring Tasks in Quotify CRM
Recurring tasks let you automatically generate tasks on a set schedule, ideal for repeated actions l... -
Creating a New Task in Quotify CRM
To create a new task: From the main menu, navigate to Tasks Click the “New Task” but... -
Restrict Task Visibility for Project Members in Quotify CRM
By default, all tasks related to a project are visible to all project members. If you want project m... -
Task Timesheets in Quotify CRM
Task timesheets track all the time logs (started timers) for a specific task. These are maintained i... -
Linking Tasks to Features in Quotify CRM
In Quotify CRM, tasks can be linked to various modules—like projects, customers, invoices, and...