Project financials and invoicing
Create proposal projects, maintain an active project, and creating invoices or credit notes.
- Credit returning to WIP
- Project financials spreadsheet import guide
- When to Credit, Write-off or Cancel an invoice
- Billable and non-billable projects
- Create a new project
- Project transactions - timesheets and expenses
- Project financials
- Add a project invoice
- Project invoices list
- Credit note options
- Creating a credit note
- Fee types - stage invoicing methods
- Project numbering options
- Project audit