When an invoice is created, it is automatically linked to a specific project and client. However, you can include additional projects with the same client in your invoice as well, allowing for simplified billing.
How to add multiple projects to your invoice
When editing an invoice for a client, you will see a link to 'Add Project' if you have additional projects with the same client:
Clicking this will open a dropdown to select other projects that you can add to the invoice. When you select it, it will add it to your invoice as a new section where you can add invoice items and unbilled hours.
With this feature, all of your project billing is combined into a single invoice for them to pay.
For more information on the invoice features that we offer, take a look at our article on How to create an invoice.
If you need more support with adding projects to your invoices, get in touch with Bonsai's Support team at support@hellobonsai.com.