Common workflow

After jobs are created (see topics above) the workflow is commonly as follows:

1.After jobs had been completed, you can mark them as completed by editing the job's timeline (Clients > Client > Client Jobs tab > Edit button). Then go to the Clients > Client > Invoices tab and create a new invoice by clicking the New button. Add all necessary jobs to this invoice, select taxes, discounts and click the OK button.

2.After a payment for this invoice has been received, go to the Clients > Client > Payments tab, click the New button, type the value of this payment, switch to the Linked with Invoices tab, click the New Link button and connect this payment with appropriate invoices. Click the OK button. Alternatively, you can click the Mark as Paid button in the Edit Invoice window to create and link a payment according to the invoice's total.

NOTE: In With Projects Mode projects can be marked as completed too. To change a status of a project go to the Projects > Project > Main or Clients > Client > Projects tab.

If you need to send a quote to a client, go to the Clients > Client > Quote tab and click the New button. Type the name of this quote and add all necessary jobs there. After your quote has been accepted, go to the Clients > Client > Quote tab, select this quote and change its status to Accepted.

Also you can create a project (client jobs) based on a quote. For this go to the Clients > Client > Quote tab, select an appropriate quote, click More... and select the Create Project based on Quote (Create Client Jobs based on Quote) button.

NOTE: Create Project based on Quote button will appear if With Projects Mode is enabled. Create Client Jobs based on Quote button will appear if Without Projects Mode is enabled.