Projects and invoicing
Create proposal projects, maintain an active project, and creating invoices or credit notes.
- Project work breakdown
- Forecasting (preview)
- Project financials spreadsheet import guide
- When to Credit, Write-off or Cancel an invoice
- How to remove an invoice payment
- Billable and non-billable projects
- Create a new project
- Project contacts
- Full work breakdown structure
- Timers and work breakdown tasks
- Project financials
- Add a project invoice
- Project invoices list
- Credit note options
- Create a credit note
- Fee types - stage invoicing methods
- Project status options
- Project numbering options
- Project audit