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Client projects overview

One-off services, from line items to collections.

A Client project groups a one-off service for a client. You can prepare it, split it into installments, issue the document and record payment.

Line items and installments

In Line items and amounts, describe the client project and its value. If the client pays at different times, use Split into installments.

Tasks and hours

With the time-tracking module active, link tasks and hours to the client project. Cost information is visible only to people with the relevant permission.

The client projects list

The list helps you follow client projects, payments and documents. Paid means payment is complete, not that the work has been delivered; Payment due date is the financial date. For details, open Client project list and statuses.

See also