11 Dec 2022 - Default billing contact on project

Included in this release

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Email us as support@projectworks.io and one of the team will get back to you!


Set a default billing contact on a project

A default billing contact can now be set on a project. On a project go to settings > invoicing and either:

  • Select an existing billing contact for the company the project is for
  • Add a new billing contact (which creates a new contact and sets that as the default)

The billing contact will be used when creating an invoice for the project, either using the selected contact, or the contact from the previous invoice.

By default the billing contact will be set to "use contact from previous invoice"

Create new contact from Contacts directory

Contacts can now be added straight from the contacts directory. To create a contact you need to enter a name, email address and select the company the contact is for.