Team Members

---

• Adding & Managing Team Members
• Admin Users
• Update Profile
• Update Notification Settings
• Update Password
• User Roles

 Clients

---

• Clients Overview
• Create, Edit & Delete Client Accounts
• Client Management
• Custom Fields
• Client Settings

 Projects

---

• Projects Overview
• Create Projects
• Project Management
• Views (List, Card)
• Project Cover Images
• Custom Fields
• Project Settings

 Tasks

---

• Milestones
• Tasks
• Time Tracking
• Custom Fields
• Milestone Settings
• Task Settings

 Leads

---

• Leads Overview
• Custom Fields
• Leads Settings
• Lead Web Forms

 Estimates

---

• Estimates Overview
• Creating Estimates
• Editing Estimates
• Change/Reset Estimate Numbers
• Estimate Statuses
• Currency Settings
• Estimate Settings

 Invoices

---

• Invoices Overview
• Creating Invoices
• Editing Invoices
• Recurring Invoices
• Invoice Products
• Additional Information On Invoices & Estimates
• Change/Reset Invoice Numbers
• Invoice Statuses
• Currency Settings
• Invoice Settings
• CSS Styling PDF Invoices

 Expenses

---

• Expenses Overview
• Currency Settings
• Expense Settings

 Email

---

• Email Settings
• Email Templates
• SMTP Email - SendGrid

 Subscriptions

---

• Subscription Plans

 Accepting Payments

---

• Introduction
• Stripe Payment Gateway
• Paypal Payment Gateway
• Subscription Settings

 Tickets & Knowledge Base

---

• Tickets Overview
• Knowledge base overview
• Knowledge Base Settings

 Settings

---

• Main Settings
• Company Settings
• Category Settings
• Tag Settings
• Tax Settings