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October 17, 2019
Question

Can I transfer inventory items used on a project to a project without creating a sales invoice?

  • October 17, 2019
  • 1 reply
  • 0 views
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1 reply

Level 9
October 17, 2019

Good day, @julia24.

 

As of the moment, there isn't an integrated way that you can transfer your inventory items from your project to your other projects.

 

In the meantime, you can edit the project name you've used on your invoice to transfer your inventory items. To do so:

  1. Go to Projects.
  2. Find and open the profile of your first project.
  3. Under Transactions, select and open your invoice.
  4. On the Customer field, select the name of your project that you want to transfer your inventory items.
  5. Click Save and close.

But please know that you can only edit the invoice name if your project's invoice is still unpaid. If it's closed already, you'll have to delete and recreate your project's invoice so you can transfer your inventory items.

 

Lastly, I've included this helpful article in case you wanted to learn related articles while utilizing the Projects feature: Projects FAQs.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.