Project is just a reference for a particular invoice or bill and you can filter the Income Report with respect to the project.

Steps to Add New Project

Step 1
Go to Projects→ New Project
invoicing software
Step 2
Enter the Project Information

Mention the Project name, Date and description.

Final step is to Click on Save.

Created projects will be displayed on the Project list page.

You can filter the project by entering the Name and Project Date.

invoicing software
Actions Performed
  • Edit/Delete
  • Complete

Note *

The Export Dropdown feature allows users to export the document in Excel and Print.

Once a project is marked as completed, you cannot generate any new invoices, bills, or estimates with the same project.


Watch the tutorial video now to become skilled at managing projects with ease