Keep quotes, invoices, bills, project notes, and time-billing context tied to the job so each project shows the billing and expense activity behind it.
Set up projects with a name, code, description, status, start date, end date, and notes so billing work has a clear delivery context.
Select a project while creating an invoice, quote, or bill, or link existing records from the project page when work is already underway.
Open one project to move between overview, notes, invoices, expenses, and quotes without searching separate document lists.
Use the project overview to see an income vs expense chart based on linked invoices and bills, including collected cash, outstanding invoices, expenses, and profit trend.
When a project-linked quote is converted into an invoice, the invoice draft keeps the project context along with the quote recipient, currency, and line items.
Filter time entries by project, build invoice line items from selected hours, and keep the invoice draft linked when all selected entries belong to the same project.
Use it when all billing and supplier cost records for a project need to stay connected.
Use it when collected income, outstanding invoices, expenses, and profit trend need one project-level view.
Use it when time entries filtered by project should become invoice draft line items.
Add the project name, code, dates, status, description, and notes so the job has a stable place for billing and expense context.
Create invoices, quotes, and bills from the project page, or link existing documents through the project document tabs.
Turn an accepted quote into an invoice draft while carrying the linked project, recipient, currency, and line items forward.
Select project-filtered time entries, choose the hourly rate and line-item presentation, and generate an invoice draft from the selected work.
Use the income vs expense overview to compare linked invoices, outstanding amounts, bills, and the project profit trend over time.
Combine Project-Based Invoicing with these workflows inside Invoice Master.
Record supplier bills and business expenses with line items, tax, due dates, project links, and cash-flow reporting for clearer cost visibility.
Track billable work in structured timesheets, review saved hours by day or week, filter entries for billing, and create invoice drafts from selected time.
Create quotes and estimates with line items, tax, validity dates, custom fields, public links, attachments, email delivery, and invoice conversion.
Yes. Existing invoices can be linked from the project page, and invoices can also be created with a project selected from the invoice form.
Yes. Project pages include separate tabs for invoices, expenses, and quotes, so project billing and supplier costs stay connected.
Yes. When a project-linked quote is converted into an invoice, the generated invoice draft keeps the project context.
Yes. Time billing can filter entries by project and create invoice drafts from selected hours. The project link is kept when all selected entries belong to the same project.
Project pages show an income vs expense overview based on linked invoices and bills, including collected income, outstanding invoice amounts, expenses, and profit trend.
Projects can be marked as planned, active, completed, on hold, or cancelled.
Open your account, configure your workflow, and keep everything connected in one platform.
