Customer projects are customer-specific categories that you define in the Customers module, and assign to an invoice when a customer pays by credit card or charges their account. With manager approval, a customer project can also be created or restored at checkout. Later, you can filter a customer’s sales history by project in reports, such as the Recent Sales History viewer and the Transactions Report.
To learn more, click the title of a Knowledge Base article (KBA).
If you have questions or suggestions about this information, contact email@example.com.