Frequently Asked Questions

Navigate to the Clients section and click the "Add Client" button. Fill in the required information and save. You can optionally create a project for this client during the client creation process.

Go to the Clients section and click on the client's name. This will take you to the client detail page where you can see all projects associated with that client.

Currently, we don't support direct imports. However, you can manually add clients to the system.

Go to the client's detail page and click the "Delete" button. Note that this will also delete all projects and invoices associated with the client.

Each project must be associated with a client. You can navigate from clients to their projects using the hierarchical navigation system. This makes it easy to see which projects belong to which clients.

Navigate to the project detail page and use the "Add Time Entry" button to record time. You can specify the start and end time, or use the timer feature.

Yes, when creating or editing a task, you can set it to repeat at specific intervals (daily, weekly, monthly).

On the project detail page, click the "Complete Project" button or change the project status to "Completed" in the edit form.

While viewing a project, click the "Add Task" button. This will open the task creation form with the current project already selected. The form will display project-specific information to help maintain context.

If you start creating a task from a specific project but then select a different project in the dropdown, the form will dynamically update to show information about the newly selected project. All project-specific banners and context will update automatically.

Invoice numbers are automatically generated with a unique sequential identifier. You can customize the format in your account settings.

Yes, you can customize the look and feel of your invoices from the Settings page. You can add your logo, change colors, and modify the layout.

After creating an invoice, click the "Send" button to email it directly to your client, or download the PDF to send it manually.

Not yet, but we're working on integrating payment gateways for direct online payments. This feature will be available in a future update.

Try refreshing the page first. If the error persists, please contact our support team with a screenshot and description of what you were doing when the error occurred.

We don't have a dedicated mobile app yet, but our website is fully responsive and works well on mobile devices.

Yes, you can export client, project, and invoice data in CSV or Excel format from the respective sections.