Creating a project

A project groups the invoices and quotes for one job, so you see the total, the paid amount and the balance in one place. In this guide, we create a project.

1. New project

1. In the menu, click Projects.
2. Click Create New Project.
3. Enter the project name.
4. Choose the status Active.
5. Click Create.

2. Project overview

1. Done. The project is created. Here you'll see its invoices, estimates and amounts.

Summary

Projects → Create new project → name → status → Create

What's next

Next guide: Invoices and estimates in a project.