Projects list
Projects list
Navigate to "Projects" from the sidebar to view all your projects.
Click on a project to open its detail page, where you can see all invoices and agreements associated with that project.
Adding a new project
Adding a new project
To create a new project, click "New Project" on the "Projects" page.
Enter the project name and click "Add Project."
Adding invoices or agreements to a project
Adding invoices or agreements to a project
When creating an invoice or agreement, you will be prompted to select the relevant project.
When creating an invoice:
When creating an agreement:
Project actions
Project actions
Access project actions by clicking the "More" button next to a project in the projects list.
Edit: Change the name of the project.
Project Details: Opens the project detail page.
Add New Invoice: Opens the "New Invoice" screen with the related project pre-selected.
Add New Agreement: Opens the "New Agreement" screen with the related project pre-selected.
Mark as Completed: Changes the project status from "Active" to "Completed".
Archive: Archives the project, removing it from "All Projects."
Archived projects are only visible under the "Archived" tab.
