Projects
A project connects one customer's sales, quotations, receipts and expenses, so you see what the work cost and what it earned.
How do I keep a customer's job, bills and payments together?
- One customer per project
- Sales, pre-sales, receipts and expenses filed under it
- Progress and money at a glance
Where it lives
Available on: Add-on, ₹399 a year; included in Pro. On the web app at app.negobill.com, and on the NegoBill Android and iOS apps with the same account.
Step by step
- Start a project and file work under it — Projects → New: the customer, a name and a note. Then, on any sale, quotation, receipt or expense, pick the project; the project shows what was sold, quoted, received and spent, and what it earned.