» About customer projects

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).

KBA title	Area
How to set up a customer project for credit card purchases	Set up
How to add, edit, remove, or restore a customer project	Customers
How to select a customer project at checkout	Invoice/Quote
How to create and select a new customer project at checkout	Invoice/Quote
How to restore and select an inactive project at checkout	Invoice/Quote
How to view customer invoices by project in Sales History or Recent Sales History	Customers
How to view customer invoices by project in the Transactions Report	Reports

*Content is subject to change. For the most recent version, visit the Help Portal.

Printed on: 9/23/18