Projects & tasks
How to Create a Customer Project and Set Billing in Britixo
Updated automatically from our official channel.
How to Create a Customer Project and Set Billing in Britixo. Follow the live application screens with clear instructions and English captions.
Read the video description
How to Create a Customer Project and Set Billing in Britixo. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/create-a-project/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/projects-tasks/ Create a task: https://britixo.com/help-centre/create-a-task/ Use task checklists and attachments: https://britixo.com/help-centre/use-task-checklists-and-attachments/ Track time with task timers: https://britixo.com/help-centre/track-time-with-task-timers/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLdBMVrLZu0C8 Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Create a customer project • Choose the billing basis • Review client visibility • Verify the project overview Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #ProjectManagement #ClientProjects #ProjectBilling #PracticeManagement MORE HELP https://britixo.com/help-centre/configure-project-members-and-permissions/ https://britixo.com/help-centre/create-and-manage-project-milestones/ #CRMSoftware #CRMTutorial
Keep learning
Find another guide or explore more videos on our official channel.
Browse every video guide ↗Britixo on YouTube ↗