When a project has more than one invoice, you can view all of them from the project's Invoicing tab. One invoice is always designated as the primary invoice, and you can change which invoice holds that role at any time.
When to use multiple invoices on a project
In most cases, each project has a single invoice — the primary invoice. If you need to invoice a contact for a completely new scope of work, start a new project instead.
Multiple invoices on the same project make sense when each invoice relates to the same scope of work. A common example is splitting a project into a deposit invoice and a final balance invoice, or adding an invoice for add-on services within the same engagement.
Viewing invoices on a project
Each project's Invoicing tab shows every invoice attached to that project, and the global Invoicing page shows every invoice across your workspace.
To see all invoices on a single project, open the project and click the Invoicing tab. Each invoice in the list displays its number, status, and amount. The primary invoice is marked with a Primary badge next to its invoice number, so you can identify it without opening each invoice.
To find a specific invoice across your workspace, navigate to the Invoicing page and use search or filters to locate it.
Click any invoice in the list to open its detail view.
Adding another invoice to a project
You can add a new invoice to a project from either the project's Invoicing tab or the global Invoicing page.
From the project's Invoicing tab, click New Invoice. The invoice is created immediately and added to the project.
From the global Invoicing page, click New Invoice. A modal appears where you select a contact and project, and the invoice is added to the selected project.
For details on filling out invoice line items, taxes, discounts, and payment options, see the article on creating invoices.
Changing the primary invoice
Each project can have only one primary invoice at a time. You can change which invoice holds that role from the invoice's detail view.
Open the invoice you want to make primary.
Click the three dots menu (...).
Select Make this Invoice Primary.
A confirmation toast appears, and the Primary badge in the invoice list updates to reflect the new primary invoice.
If you do not see Make this Invoice Primary in the menu, the invoice you are viewing is already the primary invoice.
Why the primary invoice matters
The primary invoice is the invoice that other features in Dubsado reference when they need to act on a single invoice for the project.
Flows: The Send Primary Invoice action sends whichever invoice is currently marked as primary. Flow triggers like "After the primary invoice is paid in full" and "After a primary invoice installment is paid" also reference the primary invoice.
Project overview: The project overview panel displays the paid amount and total from the primary invoice.
If you use flows that reference the primary invoice, make sure the correct invoice is set as primary before activating the flow on a project.
FAQ
Can I delete an invoice that is the primary invoice?
You can delete the primary invoice as long as it has no payments applied to it. After deletion, designate another invoice on the project as primary. If the primary invoice has payments and you no longer want to collect on it, close the invoice instead of deleting it.
Does each new project automatically have a primary invoice?
The first invoice created on a project is automatically set as the primary invoice. Any additional invoices you create on that project are non-primary until you change them.
What happens if I change the primary invoice while a flow is running?
Flow actions and triggers that reference the primary invoice use whichever invoice is currently marked as primary at the time the action runs. If you change the primary invoice mid-flow, future actions in that flow reference the new primary invoice.