The Invoices section allows you to create, manage, track, and send client invoices. 1. Summary Metrics At the top of the Invoices page, four summary cards display real-time statistics for the current year-to-date (YTD) period: 2. Filtering, Searching, and Table…
1. Creating A New Project Step 1: Navigate to the Projects Screen Using the left sidebar, select Projects to open the Project Management page. The New Project button is in the top-right corner of the screen. Step 2: Fill In…
The Proposals section allows you to draft, review, track, send, and manage project proposals for your clients. 1. Summary Metrics At the top of the Proposals page, four KPI cards display key overview metrics for the current year-to-date (YTD) period:…
The Customers section allows you to organize client records, track revenue and outstanding balances, review historical interactions, and add new client profiles. 1. Summary Metrics & Portfolio Analytics At the top of the Customers page, key performance metrics and client…