Projects

Grow your business with engaging in multiple projects at the same time, Cloudbillz is here to keep track of every project or job you receive along with its payment details. Additionally, you can also convert your projects into invoices with a single click.

Record your project details and convert efforts into invoices

Keep track of every project or job you receive along with its payment details. Additionally, you can also convert your projects into invoices with a single click.

Add New Project

Click on the Projects icon on the side menu and then select Add New Project (figure 7.1) and then fill in the required information about your project.

Figure 7.1

Attach Documents & Track them with ease.

You can attach invoices and quotes for projects and track them easily, initiate a project or a job and bind it with the invoices and quotes being issued to that project for ease of references.

Attach Invoices and Quote for the project

Click on the icon from actions list in projects section and then select the Invoices tab to attach an invoice or click on Quotations tab to attach a quotation for the project. (figure 7.1)

You can also create invoices and quotes via the project module which will automatically save under each project for future references.

View attached Invoices/Quotations for your projects

Click on the icon to view invoices and quotations being attached under each project.