Search Knowledge Base Articles

Manually linking invoice to project (EN)

Go to Menu -> Sales -> Invoices and click Create New Invoice
Select customer.
A dropdown with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown)
Select the project
Configure the invoice for your needs
Save the invoice
Navigate to the project area and click on the tab Sales->Invoices you will be able to see the newly created invoice associated with your selected project.

link invoice to project

Add New Status Project (EN)

By default CRM ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finis...
New Project (EN)

To create new project go to Projects from the aside menu and click New Project on the top ...
Timesheets (EN)

Project timesheets are all started timers for tasks related to specific project. To view all project...
Invoicing Project (EN)

Invoicing project is recomended to do only from the project area via the Invoice Project button on t...
Disallow project members to see all project tasks (EN)

By the default all project related tasks are visible to all project members.If you want only to sh...