Reneva
A client project is for a one-off service. Start from New → Client project or the New button in the Client projects list.
If the client needs to accept a quote, start with the Create quote link at the top, available when you can issue quotes. After acceptance, use Create project on the quote record to create the client project.
You can also create the quote from a saved client project record: the client and line items are already filled in. Follow Issuing a document.
The Client project tab
Choose the Client and enter the title and other required details. If the client does not exist, create it first or save the client project before opening its card. With more than one user, the client project is followed by whoever follows its client: set it on the client record.
The Due date starts empty. If you fill it in, reminders start from that date; if you leave it empty, no reminder is sent and the document uses the company's payment terms.
Line items and amounts
In Line items and amounts, add the client project's line items. Each item describes what you sell, its quantity and price.
You can start from a price-list item or write a new one. This is also where you find the total and Split into installments to divide payment.
The installments appear in Installments, below the line items and totals, in the same place before and after saving.
In the summary, discount and social-security surcharge precede the Taxable amount; VAT and stamp duty precede Total, while withholding tax and Net payable appear underneath.
Saving
Save stores the client project and opens its card: use Create document when you want to invoice. Save and new stores it and opens a new empty card.
The client project is created as active and appears at once in the relevant lists and totals: the creation window has no Draft choice.
To prepare it at leisure, choose Draft from the Change status menu on its card after saving: it leaves the totals until you reactivate it. The option is available only with no recorded collections and no issued documents; otherwise use Archive.
Hours on the client project
If the time-tracking module is active, the Client project tab also contains linked tasks and hours. Hours help you read costs and profitability when you have the relevant permissions.
Copy into the subscription
On a line item, use Copy into the subscription. Reneva creates a draft subscription with that line item: the client and payment method are inherited from the client project. The line item leaves the client project only if you turn on Remove the line item from the client project. If it can't be removed (it is the only line item with an amount, the client project has a closed document, the quote is accepted or the protected installments exceed the new total), the option stays off and a notice explains why: only the subscription is created.
Check Recurrence and First due date, then select Create subscription.