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.
You need: Projects add-on (included in Pro); Project permission
- Open Projects and press New: choose the customer, name the project.
- On a sale, quotation, receipt or expense, choose the project in its Project field.
- Open the project any time: its documents, money in and out, and progress.
Works on: the web app.
Questions people ask
Can a project have two customers?
No. One customer per project; a second customer is a second project.