Support
Projects
A project is the folder for one engagement. Time, expenses, and documents roll up here so billing is a summary, not a scavenger hunt.
- 1
Create the project under the client
Open the client and add a project with a name you will still understand in three months. Everything you track for that job should land here.
- 2
Put time and expenses on it as you work
Start timers on this project. Log expenses against it. That is how the rollup stays honest when you finally open Documents.
- 3
Keep documents on the same project
Quotes and invoices for this engagement belong on the project so you can see what was sent without leaving the job. A client can have several projects; do not dump every invoice on the client root if the work is distinct.
- 4
Bill from the rollup
When the phase is done, create the invoice from unbilled time and billable expenses on the project. The document editor is for tax, template, and send — not for remembering what happened.
When you do not need a project
A one-off invoice with typed lines does not require a project. Use a project when the job spans days, mixed expenses, or more than one document. If everything is already a single invoice in your head, skip the extra folder.
Naming and finishing a project
Name it after the engagement, not the invoice number. When the work is billed and you will not track more time here, leave it; tobbli does not require you to archive before you can invoice something else.