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  3. Project financials and invoicing

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Project financials and invoicing

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Create proposal projects, maintain an active project, and creating invoices or credit notes.

  • Post-billing
  • 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

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