Edit the project's basic information and settings by clicking the three-dot action menu in the upper right corner of the project card > Project settings.
General
Edit the project's basic information:
Project name and nickname: Edit the project's name and the displayed short name
Joining allowed: You can allow users to join the project independently if their permissions allow joining projects
Organization: Define the project's Unit and Cost center (if enabled for the company)
Keywords: Add or remove keywords. Click Add keywords and type the keywords separated by commas. Remove a keyword by clicking the cross on the keyword.
Billing information
Edit the project's billing information:
Invoice details: Define Our reference, Your reference, Order number, Billing contact, Payment terms in days, and Invoice notes.
Billing customer: Manage the project's billing customers.
One customer is always marked as the default customer. You can change the default customer by adding a new billing customer or opening an existing billing customer and clicking Set as default billing customer.
Add new billing customer by clicking add new billing customer.
Remove billing customers by clicking the trash can icon.
Custom fields
If your company has the Custom fields feature enabled, fill in the project's custom field information. Create new custom fields in the company settings. See detailed instructions related to custom fields:
Project custom fields
Custom fields are available in the Platinum and Enterprise edition.
Work types, products, and cost per hour exceptions
Define project-specific available work types or products, and set possible cost per hour exceptions for project members:
Work types: Select Use project-specific work type selection, if you want to define which work types can be used for logging hours in the project. By default, any work type is available.
If the setting is enabled, define the Default work type for project
Search work types and select allowed work types from the checkbox
Products: Select Use project-specific product selection, if you want to define which products can be used when adding products to the project. By default, all products are available.
Search products and select allowed work types from the checkbox
Project member cost exceptions: You can set a project-specific cost for certain members.
Click Add cost exception
Select Project members
You will see the member's Work contract cost per hour price on the right
Enter a new Cost per hour and click Add
Invoice settings
Edit project-specific invoice settings:
Download invoice preview button allows you to download a PDF preview with the current settings
Invoice template: Set the invoice template for the project's invoices by clickingSelect invoice template or reset all project-specific billing settings and revert them to the default settings of the selected template by clicking Reset to default settings
Invoice style: Define the visual style of the invoice
Show company logo in invoice title and Show footer on invoice options can be edited in the invoice template settings
Columns: Select which columns (such as Quantity, Unit, Unit price, VAT) are displayed on invoice rows and possible attachments
Free text: Add optional free text before or after invoice rows in the Free text before rows or Free text after rows field
Group work hours: Define how work hours, expenses, and products are grouped on the invoice (e.g., Group work hours by work types and persons)
Invoice row descriptions: Define what information is displayed in the descriptions of work hours, travel expenses, and payment installments
Attachments: Displays a list of files attached to the selected invoice template. Add attachments in the invoice template settings
Modified settings are used as default settings for the project's future invoices.
Frequently asked questions
Q: Project invoices should be sent to a different customer in the future, is that possible?
A: Yes, it is! If changing the project's customer is not possible, e.g., because the project has already been invoiced, the project's billing customer can be changed. Open the three-dot action menu in the upper right corner of the project card Projectsettings and add new billing customer in the Billing information section.
Q: Where can I change the invoice template used in the project?
A: Changing the project's invoice template is possible in the Projectsettings section Invoicesettings.
Q: A reference number should be added to the project's future invoices, can I add it somewhere in the project's information or should the information be entered for each invoice separately?
A: You can add a project-specific reference in the Projectsettings section Billing information > Your reference. This way, the reference will automatically appear on the project's future invoices.
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*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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