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  2. Money & invoices
  3. Track expenses, vendor payouts, receipts

Help center

  • Getting started
  • Working with clients
  • Capturing your work
  • Money & invoices
    • Set up your payment schedule
    • Create and send your first invoice
    • Record a payment — full or partial
    • Track expenses, vendor payouts, receipts
    • Understand your project margin
    • Write off unpaid amounts on a stopped project
  • Project lifecycle
  • Daily workflow

Money & invoices

Track expenses, vendor payouts, receipts

Log every cost against a project — with a photo of the receipt.

Updated 12 May 2026

Quick summary

One or two sentences describing what the user accomplishes by following this article.

Steps

  1. Step one.
  2. Step two.

Related

See related links below.

Related articles

  • Understand your project margin

    One honest number — revenue minus costs. Know if you're making money.

  • Set up your payment schedule

    Apply a template or build a custom schedule with phases and milestones.

  • Create and send your first invoice

    Turn a milestone into a branded PDF invoice and share via portal, WhatsApp, or email.

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