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Projects and clients

Create a project

Hourly or fixed price, a client, a colour, and what each choice means for invoices.

  1. Open Projects and press New project.
  2. Give it a name and, if you know it, a client. A project can exist without one, but you will need one to invoice it.
  3. Pick a folder colour. There are twenty.
  4. Choose how it bills.

Hourly or fixed price

  • Hourly bills tracked time at a rate. Set the hourly rate, track time against the project, and invoice the hours.
  • Fixed price bills against a total project value. You do not track time against it; you invoice amounts until the value is used up.

A project's page shows what is unbilled on an hourly project, or what remains on a fixed-price one, with Create invoice beside it.

Start from an existing project

On a project's page, Duplicate makes a copy to change, which is quicker than starting again for similar work.

More in projects and clients
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