Project & Invoice Tracker

Dashboard

This month

Filters

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Total Projects

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Invoiced Amount

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Done

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Pending

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In Progress

Projects this month 0

Customer Filter by Customer (Select All)	Project	Type Filter by Type (Select All)	Inv	Status Filter by Status (Select All)	Amount

Overdue (Pending / In Progress from before this month) 0

Customer Filter by Customer (Select All)	Project	Period	Overdue by	Status Filter by Status (Select All)	Amount

Needs Attention 0

Due this week (Mon–Fri) 0

Member	Customer Filter by Customer (Select All)	Project	Type Filter by Type (Select All)	Period	Status Filter by Status (Select All)	Amount

Add Project

Project details

Customer *

Required.

Project Name *

Required.

Project Code

Project Manager

Billing setup

Invoice Type *

Month & Year

Start Date

End Date

Pick Month & Year manually — they group the project on the dashboard. Start & End dates are informational.

Billing periods

Define each billing period once — every member is billed for these same periods.

Members

Add one row per person on this project — # Invoices and Amount fill in automatically.

Milestones

Each milestone has a price and a due date — # Invoices and Amount fill in automatically.

Totals & status

# Invoices

Amount

Status *

For Weekly, Biweekly and Fixed Milestone these fill in automatically from the breakdown above.

Remarks

Remarks by Sandeep

Remarks by Ambica

	S.NO	Customer Filter by Customer (Select All)	Type Filter by Invoice Type (Select All)	Code	Project Name Filter by Project Name (Select All)	Month Filter by Month (Select All)	Inv	Amount	Status Filter by Status (Select All)	Actions
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