Project management in Invoicing lets you track client services, revenue, and milestones efficiently. You can manage everything from lead collection to final payment in one place.

Lead Collection

Add a contact form to your site with customizable fields like:

• Referral source
• Service delivery date
• Budget range

Form submissions appear in Lists & Segments under Form submitters. Review submissions by:

1. Opening Lists & Segments panel
2. Clicking Form submitters
3. Selecting the contact and form title

Creating Projects

To start a new project:

1. Open Projects panel
2. Click Create > Project
3. Search for existing client or add new client
4. Name the project and click Create project

Project Management Features

Each project displays:

• Total revenue collected
• Recent activity log
• Upcoming milestones
• Client notes
• Task milestones
• Invoice history
• Form submissions

Adding Milestones

Create project milestones:

1. Click Add milestone
2. Enter description
3. Select date
4. Click Save

Mark milestones complete by checking the box. Edit or delete using the pencil or trash icons.

Client Documentation

Send branded:

• Proposals
• Estimates
• Contracts

Clients can review and accept these documents directly through the platform.

Invoicing

Send invoices directly to clients via email. Clients pay through a secure payment page. Note: Payment processor fees apply, but no additional transaction fees.

Project Deletion

To delete a project:

1. Open the project
2. Click Delete project
3. Confirm deletion

Note: Ensure all documents and invoices are handled before deletion. Client contacts and form submissions remain intact, but deleted projects can't be recovered.

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