Project management in Squarespace's Invoicing panel enables tracking of revenue, milestones, and client relationships for service-based businesses like photography, consulting, or web design.

Setting Up Client Acquisition Add a contact page to your site using pre-built layouts with customizable fields like:

• Source of referral
• Service delivery date
• Budget requirements

Form submissions appear in the Lists and Segments panel, and you'll receive email notifications for new inquiries.

Creating Projects

1. Open project panel
2. Click Create > Project
3. Search existing contacts or add new client
4. Link relevant form submissions
5. Name the project and confirm creation

Project Management Features

• Project Total: Track revenue
• Recent Activities: Monitor client interactions
• Next Milestone: View upcoming deliverables
• Notes: Store important details
• Milestones: Track key dates and tasks
• Invoices: Manage payments
• Form Submissions: Access client responses

Managing Milestones

1. Click Add Milestone
2. Enter description
3. Set date
4. Mark complete as needed
5. Edit or delete using hover icons

Financial Management

• Send professional proposals and estimates
• Issue secure invoices for payment
• Connect payment processors
• No transaction fees (processing fees may apply)

Project Deletion

1. Ensure no active documents or invoices
2. Click Delete Project
3. Confirm deletion Note: Contact information and form submissions remain intact after project deletion.

Keep communication organized by responding to clients through email notifications and maintain project details through the centralized dashboard.

Related Articles

Previous Articles