How to Assign an Invoice Item to a Project in Xero

Quick summary

Assigning an invoice item to a project in Xero lets you track billable work against specific projects directly from your accounts receivable workflow. This step-by-step process takes under a minute and ensures accurate project cost tracking without leaving the invoice editor.

Steps

1. On Xero's main dashboard, go to the top menu bar and click 'Business'.
2. Choose 'Invoices' from the dropdown list of options.
3. Find and open the specific invoice you want to edit.
4. Tap the field under 'Project' on the invoice line item to proceed.
5. Select the project you want to assign to that invoice item.
6. Click 'Save & Close' or 'Approve & Email' to confirm the changes.
7. The invoice item is now successfully assigned to your chosen project in Xero.