How to Assign an Invoice Item to a Project in Xero
- George Apostolov
How to Assign an Invoice Item to a Project in Xero: step-by-step guide
On Xero's main dashboard, go to the top menu bar and click 'Business'.
Choose 'Invoices' from the list of options.
After that, find and open the specific invoice you want to edit.
Tap the field under 'Project' to proceed.
Subsequently, select the project you prefer to use.
Once done, tap 'Save & Close' or 'Approve & Email'.
After completing these steps, the item in the selected Xero invoice will be assigned to a project.
Quick answer: To assign an invoice item to a project in Xero, navigate to Business, select Invoices, and open the desired invoice. Tap the Project field, choose the preferred project, and save or approve and email your changes to complete the assignment.
About this Xero tutorial
Assign invoice items to specific projects efficiently within Xero by following these simple navigation and saving steps. This guide shows how to assign an Invoice Item to a Project in Xero in 7 steps, starting with "On Xero's main dashboard, go to the top menu bar and click 'Business'" and finishing with "After completing these steps, the item in the selected Xero invoice will be assigned to...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to assign an Invoice Item to a Project in Xero?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Back Up Xero Accounting Data, How to Bulk-Delete Invoices in Xero and How to Bulk-Reconcile the Statement Lines in Xero. Last reviewed 05 Oct 2026.
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