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1. Create
Enter the project details and link the correct contact.
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2. Plan
Add events, dates, locations and tasks.
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3. Assign
Choose crew and review agreed rates/responsibilities.
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4. Track money
Use invoice, receipt and expense controls; distinguish invoices from actual money received.
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5. Maintain
Review the timeline and update completed/cancelled work.
Before you begin
- Use correct contact and project links when adding related records.
Common questions
Invoiced differs from received
An invoice records an amount due. Receipts/payments record money actually received.