To create a new project in Invoicera, Please follow the below steps:

Step 1: Log in to your Invoicera Account.

Step 2: Go to ‘Projects’>>’Projects’

Step 3: Click on ‘Add’ new project

Step 4: Fill out the required fields as shown in the image below.

Step 5: Click ‘Save’

Following tips will ease your work:

• Give the project a title.  It can be whatever you want.  Entering the client’s name in the project title may help you identify projects in the future.

• Choose the client you will be billing for this project (if you aren’t going to bill, choose ‘Internal’).

• Choose a ‘Project Manager’.  This is the person who can generate invoices  based on tracked time.

• Note***: The owner of the Invoicera account (administrator) always has project manager access no matter who is selected.  The Project Manager role is for your staff.

• Choose a Billing Method.

• Enter a time-based budget.  Invoicera does not support financial budgeting.

• Choose which tasks you want associated with this project.

• Choose which Team Members you want associated with this project.

• Click ‘Save’ and start tracking your time 🙂

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.