To Do action: create invoice

Modified on Mon, 6 Feb, 2023 at 10:04 AM

In the To Do dashboard you can see that there is a little check-box on the left side of every To Do. You can check one or more of these boxes to select To Do('s). On the bottom of the screen a tab appears which indicates the amount of selected To Do's, it says Action for selected items and it shows a little trashcan to delete the selected To Do's.



There are multiple actions for the selected items, but here we will discuss the Create invoice action. 



When you click on this action, you can create an invoice from the selected items. That means some of the lines of the Invoice will already be filled in with some information. More about creating an invoice can be found in the section about Invoices.

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