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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

Understand your project margin

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

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

  • Track expenses, vendor payouts, receipts

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

  • Record a payment — full or partial

    Mark payments received, split partials, and keep your receivables clean.

  • Set up your payment schedule

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

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