Projects

  • Add New Project Status

    NOTE: This feature is available starting from version 1.6.2 By default ECRMRP CRM ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with simple a...
  • Invoicing Project

    Invoicing project is recommended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project. Project Invoice Info There is 3 types of how the invoice ...
  • Finance Overview

    Finance Overview is showcase of all logged project timesheets together including project expenses. Logged Hours – Shows total logged project hours Billable and Not Billable Billable Hours – Shows total billab...
  • New Project

    To create new project go to Projects from the aside menu and click New Project on the top left button. Project Name – The name of the project – Visible to customer Select customer ...
  • Manually linking invoice to project

    Go to Menu -> Sales -> Invoices and click Create New Invoice Select customer. A dropdown with projects will...