How to Create a Project?
Creating a project in Invoice123 offers better organisation, tracking capabilities, streamlined workflow, and improved client communication, making it a useful feature for effective invoice and project management. Let's get started!
Select PROJECTS from the menu bar
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11390_bl24hk.png)
Click on the blue CREATE PROJECT button
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11392_1zovfa.png)
Enter the required DATA and click on the blue CREATE PROJECT button
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11411_18wjiuu.png)
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11415_8ahyk5.png)
In order to select clients, you must have created them
When you CREATE A NEW INVOICE, you can assign it to a PROJECT you have previously created
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11430_pv775f.png)
All project related invoices and expenses will appear under project section
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11444_1d5amji.png)
How to do it?
Select PROJECTS from the menu bar
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11390_bl24hk.png)
Click on the blue CREATE PROJECT button
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11392_1zovfa.png)
Enter the required DATA and click on the blue CREATE PROJECT button
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11411_18wjiuu.png)
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11415_8ahyk5.png)
In order to select clients, you must have created them
When you CREATE A NEW INVOICE, you can assign it to a PROJECT you have previously created
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11430_pv775f.png)
All project related invoices and expenses will appear under project section
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11444_1d5amji.png)
Updated on: 21/08/2024
Thank you!