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Sales

Record income and see real profit

Record what a project brings in: invoices, paid retainers, one-off charges. Approved sales and contracts are the income, and approved expenses are taken away to give profit.

✓Confirmed income✓Approval flow✓Profit per project
Create your free workspace Try it in the sample workspace Watch the video · 3:35

Professional plan

Video tutorial

Sales in 4 minutes

Every step on the real app. Jump to any chapter.

Chapters
Sales

Income you can trust

Invoices and payments per project — approved sales count as income.

The sales list
  1. 1Every invoiceTitle, description, amount, project and date.
  2. 2ApprovalsSales from the team wait for an approver.
  3. 3Running totalAdds up the rows you ticked, or everything shown.
  4. 4Excel in and outImport up to 500 rows with a checked preview.

Good to know

Profit you can trust

Only approved sales count as confirmed income on the project’s Status tab and in Reports.

Approvals with review

Edits by Manage members go back to Pending. Approvers compare original and requested values, then approve or reject.

Convert to an expense

Move a record from Sales to Expenses with Convert to Expense, keeping its creator, status, project and tag.

Bulk edit

Tick rows to change tags, status, date, project or amount at once, or convert or delete them together.

Running totals

The footer TOTAL adds up the ticked rows or, with none ticked, every sale your tab and filters match.

Import and export

Import up to 500 rows from Excel or CSV with a checked preview. Export Excel or CSV.

Read the full Sales guide in the Help Center

Works hand in hand with

Expenses
Record what a project costs, approve it, and pay the team for the hours they logged. Approved expenses count against profit on the project’s Status tab and in Reports.
See how it works →
Contracts
Record the agreement behind each project, either a fixed price or an hourly rate times a number of hours. Approved contracts count as confirmed income alongside Sales.
See how it works →
Reports
Turn hours, tasks, submissions, expenses, sales and contracts into reports you can filter, group, save, share and export, in four sections: Overview, Time, Tasks, and Expenses & Sales.
See how it works →

The pictures on this page are screenshots of Projments with a sample company's data.

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