Projects
Group invoices, quotes and supplier invoices by project, follow what was invoiced and paid, and print the project code on the e-invoice.
A project collects everything you bill and receive for one job: invoices, quotes, order confirmations, proformas and incoming supplier invoices. Each project has a code that is printed on tax invoices as the project reference (BT-11).
Create a project
- Go to Projects in the sidebar and click New project.
- Leave Code empty to take the next number of the project series, or type your own (for example
P-2027-014). - Enter the Name, optionally the Arabic name, the Customer, the Status, start and end dates, a Budget and a description.
- Click Create project.
Invoices that already carry the same code as project reference are linked to the new project automatically.
Link documents to a project
- In the invoice editor, choose the project in the Project field of the header block. The project reference (BT-11) is filled with the project code; you can still overwrite it.
- Quotes and order confirmations have the same field. A converted quote keeps its project.
- Incoming invoices: pick the Project under Classification on the review page. It stays editable after the invoice is accepted. Incoming invoices in the project row menu opens the list filtered to that project.
- From the project list, the row menu offers New invoice for this project and New recurring invoice.
The project can be changed on issued (locked) invoices; it is an internal link and does not alter the reported document.
Follow a project
The project list shows, per project, the number of invoices, the invoiced total (issued invoices minus credit notes), what is outstanding, the accepted supplier invoices, and the budget with a progress bar. Click a row to open the invoice list filtered by that project; the Incoming invoices entry in the row menu does the same for supplier invoices.
Good to know
- Statuses: Active, On hold, Completed, Archived. Archived projects are hidden unless Show archived is ticked and can no longer be picked in the editor.
- Delete removes a project without documents; a project with linked documents is archived instead and the documents keep their link.
- The project series (default
P-{n}) is configured like the other number series under Settings → Outgoing invoices → Numbering. - Test documents and archived invoices are not counted in the totals.
- Owners, admins and accountants can manage projects; every member can view them.
- Cost centres remain available for departmental reporting; a document can have both a project and a cost centre.