Projects: Keep client work, billing, and updates together

A place for the work behind the invoice

Projects bring a client project's billing records and updates into a shared context. You can keep related invoices, payments, and recurring invoices connected to the project they belong to.

The update workflow gives the project more than a name on an invoice. Published project posts can appear in the client's portal view, while draft posts stay out of that published feed. That distinction matters when you are preparing an update before it is ready for the client.

Projects are included with Agency. Project access needs to be enabled for your company.

Keep an engagement's billing in context

For an agency running a website redesign, use a project to bring the engagement's invoices and delivery updates together. A client checking a published update has a clearer place to return to than a collection of unrelated email threads.

Start with one active engagement. Associate the relevant billing records, write a short update, and review what should be published before sharing it. Keep draft material separate from the information you intend clients to read.

Client-visible project access also depends on the portal and project access controls. See the client portal entry for the sign-in and billing history side of that experience.