Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Create and edit clients
Use Clients to add a record; open an existing client and choose Edit to keep its contact and billing details current.
Create and edit projects
Use Projects to create work under the correct client, then open and edit it when scope or status changes.
Client and project limits
Free includes up to 2 clients and 2 projects. Pro includes unlimited clients and projects.
Organize work
Use one client record per customer and clear project names for distinct engagements.
Step-by-step
- 1
Create the client
Open Clients, select New Client, add accurate details, and save.
- 2
Create the project
Open Projects, select New Project, choose the client, add the available project details, and save.
- 3
Keep records current
Edit contact details and project status whenever the work changes.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
What are the Free limits?
Free includes 2 clients and 2 projects. Pro removes these record limits.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Getting Started
Create your account, confirm your email, complete your profile, and prepare your first client and project.
Invoices
Create, edit, send, resend, attach files, share links, and record invoice payments.
Quotations
Create, edit, send, attach files, and share quotations for customer review.