After you’ve created your estimate, invoice, or client on the web platform, you will be asked if you would like to add the estimate, invoice, or client to a new project. Simply click on Create project when prompted.
If you do not wish to receive a prompt to create a project with every new invoice, estimate, or client created, you can manage your preferences with the below steps.
- Click on your Company name in the top right corner
- Click on Account & settings
- Click on Projects
- Check or uncheck the boxes for when you would like to be prompted to create a new project
- When adding a new client
- When creating a new estimate
- When creating a new invoice
- Example. Instead of your projects being numbered 1,2,3,4, etc. you can set it to be Project 1, Project 2, Project 3, etc.