Remove tasks from an invoice

If you do not want to invoice all your Ready to Invoice tasks in a payment period, you can remove some of them from an invoice. These tasks will then be available the next time you submit an invoice.

  1. Select Invoices > Ready for invoicing from the main menu
    Select the Raise Invoice button from a Ready to invoice task card

    Port will create an invoice by default which includes all your eligible tasks.

  2. From the task list, select the Remove task icon  for the tasks you would like to remove
    This will remove the selected tasks from the current invoice.


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