Is this an updated copy of it, or a different file that happens to share the name?
💵 Payment schedule
📁 Upload document
For certificates. The expiry belongs to this file — a renewal is a new version with its own date.
📁 New version
💬 New message
Finished projects are not listed — the client’s portal only shows open ones, so a thread there would be unreachable for them. Use General instead.
📅 Subscribe to your calendar
Puts your deadlines and meetings into Google Calendar, Outlook or Apple Calendar. They refresh on their own — usually hourly, though Google decides its own schedule and can lag.
Add New Client
What this client is billed in. Their projects, invoices and proposals inherit it, and each keeps the currency it was created with. Changeable later on the client.
New Project
New Invoice
Tax rates are set by country. Your company rate lives in Settings → Billing defaults; this is the override for invoices that rate does not apply to.
Recorded on this invoice, so changing your company default later will not rewrite it.
Tax on this invoice
New Proposal
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