Projects
Group quotations, jobs and invoices by project and track the costs and income
3 articles
- Projects explainedLearn how projects group quotations, jobs, and invoices so you can track costs against budget, manage tasks, store documents, and merge orders.
- Creating a projectCreate a project in the projects module or directly on a quotation or job, then link it so it carries across to orders and invoices.
- Assign a quotation, job/sales order, etc., to a projectIf one of these was created without the project assigned, this explains how to assign it