Generate a purchase order for a project
Follow the steps in our Projects - Purchase orders article.
Allocate stock to a project
Follow the steps on our Allocating, amending and issuing stock article.
Record your costs
Follow our Record costs incurred for a project article.
Bill your customer for the project
Follow the steps in our Projects - Billing customers article to work out how much to bill and the different billing methods.
Project reports
Follow our Project reports article.
View a customer's project history
- Go to Customers, double-click the required customer and select the Projects tab. You can't change any of this information here
Complete your project
You can change the status of the project to Completed if you no longer need to post to it.
Delete a project record
Follow the steps on our How to delete a project article.
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