Tired of hunting down every invoice linked to a project? The Projects feature in Invoice Master puts all quotes, invoices, bills and notes for a job under one roof—so you stay organized and get paid faster.
Why Use Projects?
- Single source of truth: All financial docs, tasks and notes live together.
- Instant profitability check: Revenue minus costs updates in real time.
- Cleaner client hand‑offs: One shareable link shows full project history.
- Easier audits: No more cross‑referencing IDs—everything’s pre‑grouped.
Quick‑Start in 3 Steps
- Create a Project → add client, budget and due date.
- Link Existing Docs → choose quotes, invoices or bills to pull in.
- Add New Items on the fly—every new invoice auto‑associates with the project.
Total setup: <2 minutes.
Pro Tips for Bulletproof Projects
Set Budgets & Alerts
Enter a target amount and get notified when costs hit 80 %—protect margin early.
Use Markdown Notes
Store meeting minutes, scope changes or asset links in the Notes tab—searchable later.
Tag & Filter
Tag projects by phase (Draft, Active, Complete) and filter the dashboard to focus on what matters today.
Quick “Add to Invoice”
From any project, click New Invoice; line items copy over with project context, slashing data entry.
What the Dashboard Shows
- Revenue vs. Cost Bar: Visual profit at a glance.
- Outstanding Docs: Unpaid invoices and open bills, color‑coded by due date.
- Activity Feed: Timeline of every quote sent, invoice paid and note added.
SEO‑Friendly FAQ
Q: Can I track subcontractor bills in a project?
Yes—create bills under the project; they count as costs in profit calculations.
Q: How do I archive finished projects?
Switch status to Completed; it drops off active lists but stays searchable.
Q: Can multiple users edit the same project?
Absolutely—set team permissions per project for collaboration without chaos.
Q: What about recurring work?
Duplicate the project template, keep settings, and roll straight into the next phase.
Q: Is there a client portal view?
Share a read‑only link so clients see progress, documents and totals—no log‑in needed.
Next Step
Pick one current job, create a project for it, link all existing invoices and quotes—then watch stress melt away as everything lines up.
Projects keep work tidy. Tidy work gets paid.
