I bill each of my projects separately under my client, how do I do this?

If you bill your projects separately under your clients you can follow the steps below:

  1. Go to Clients in your blue menu bar
  2. Click on the desired Client
  3. Click Edit Details
  4. Change the Accounting Isolation from Firm Default to Project
  5. Click Save Changes

Now this will allow you to invoice your client separately for each project as well as receiving payments separately. To learn more about the Accounting Isolation click here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk