Managing client projects is simple with the Invoicing panel. You can track revenues, milestones, and client communications all in one place.

Collecting Leads

Add a contact form to your website with customizable fields like budget, timeline, and project details. When clients submit forms:

• You'll receive email notifications
• Submissions appear in Lists and Segments panel
• View details in Form Senders or Contacts panel
• Respond directly via email

Creating Projects

1. Open Projects panel
2. Click Create > Project
3. Select existing client or add new one
4. Attach any submitted forms
5. Name the project and create

Project Management Features

Each project includes:

• Total revenue tracking
• Recent activity log
• Upcoming milestones
• Client notes
• Important dates/tasks
• Invoice management
• Submitted form history

Adding Milestones

Create project checkpoints:

1. Click Add milestone
2. Enter description
3. Set date
4. Mark complete when done

Handling Documents & Payments

• Send branded proposals, estimates, and contracts
• Generate professional invoices
• Secure client payment processing
• Track payment status

Project Deletion

To remove a project:

1. Ensure no active invoices/documents
2. Click Delete project
3. Confirm deletion

Note: Client contacts and submitted forms remain intact after project deletion.

Important: Projects can't be reassigned to different clients, and deleted projects cannot be recovered.

Remember to connect a payment processor before sending invoices. Transaction fees vary by payment solution.

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