# Assign invoices and bills to a project

Select a project when creating documents or change the assignment on an editable draft.

Canonical: https://demo.qixcount.com/help/budgets-and-projects/assign-invoices-and-bills

Who can do this: Owners, or people with *Create invoices* and *View invoices*; bills need *Create bills* and *View bills*

Where: Projects, then All projects

You'll need: Project tracking turned on in Features; an existing project

Assign the whole invoice or bill to a project to include it in that project's document lists and financial totals. Each document has one project choice.

## Create a project invoice

1. Open **Projects**, then **All projects**, and select the project.
2. Select **Invoices**.
3. Select **New Invoice**.
4. Check the preselected **Project** on the invoice form.
5. Select the invoice's **Customer**.
6. Complete the invoice's dates and line items.
7. Select **Save as Draft** to save it for review.

The project's customer is not automatically selected on this invoice form. Choose the correct customer before saving.

![Invoice form with the project field selected](https://demo.qixcount.com/images/help/projects-invoice-assignment.webp)

## Create a project bill

1. Open **Projects**, then **All projects**, select the project, and open its **Bills** tab.
2. Select **New Bill**.
3. Check the preselected **Project** on the bill form.
4. Complete the vendor, dates and line items.
5. Select **Create Bill**.

![Bill form with the project field selected](https://demo.qixcount.com/images/help/projects-bill-assignment.webp)

You can also select **Project** directly when creating an invoice or bill from its normal menu.

## Change an existing assignment

Open **Sales**, then **Invoices**, or **Purchases**, then **Bills**. Select the draft and select **Edit**. Change **Project**, then select **Save Changes** for an invoice or **Update Bill** for a bill. The full document editor only accepts drafts. If project assignment is optional, choose **No project** to remove it.

An existing archived project can be retained on its draft document. It cannot be selected as a new assignment for a different document.

## What happens next

Saving an invoice draft opens the invoice. Creating a bill returns to the bill list. The document appears on the project after saving. Project totals include non-void drafts, so totals can change before a document is posted. If a project is required in settings, leaving it empty prevents saving.

Continue with [Review a project's details](https://demo.qixcount.com/help/budgets-and-projects/review-a-project).

## Who can do this and what you need

Project tracking must be on. You need **View projects** to open the project. Adding an invoice needs **Create invoices** and **View invoices**; adding a bill needs **Create bills** and **View bills**. Changing a draft also needs **Edit invoices** or **Edit bills**. Project viewing permission alone does not grant those document permissions.

Create the project first. New assignments can use active, on-hold or completed projects. Archived projects are excluded from new choices.

If **All projects** isn't in the sidebar, someone with settings access can turn on **Project tracking** in [Features](https://demo.qixcount.com/help/setup/features-and-presets).