1. Go to “Product/Services” and choose “Projects”.


  1. Click “Add New+” to add a new project.


  1. Fill in the Project Name, the start date of the project and the completion date of the project.


  1. Create a sales invoice and fill in the project.



View invoice in different projects

  1. Back to “Project” and click “Edit”.


  1. Go to “Sales Tab” (the second tab) to view the sales invoices. You can as well as view purchase invoices, expenses and quotation in the following tabs. You can add new invoices/purchases/expenses/quotations here.




View profit and loss statements filtered by different projects


  1. Go to “Accounting” and find “Profit and Loss”.


  1. Choose “Project” in the filter and click “Search”.