Using Projects in Invoicing to Organize by Property

Projects let you group invoices by property address. This keeps your work organized when you have multiple jobs at the same address or want to track all services for a single home sale.

Creating a Project

To create a project, go to Projects and click New project. Enter the property address and click Save. The project will appear in your project list and is ready to link to invoices.

Adding Invoices to a Project

When creating or editing an invoice, you can assign it to a project. Select the project from the Project dropdown on the invoice form. All invoices linked to that project appear together on the project detail page.

Viewing a Project

In the Projects section, click on the > next to any project address to see all associated invoices, their statuses, and the total billed amount for that property. This gives you a complete picture of all work done at a single address.

Tips

• Create a project for each property as soon as you start work so invoices stay organized from the beginning.
• Use projects to quickly see the total value of all services for a home sale.