View or edit a project

This article explains how to find and edit a project that you've already set up in FreeAgent.

Now save your changes

What's the difference between Active, Completed, Cancelled and Hidden projects?

When you're elsewhere in FreeAgent, such as creating a new invoice, only Active projects will appear on the drop-down list of projects for you to choose from.

If you want to create an invoice for a project with any other status, you'll have to start from that project and select Add New, then Invoice.

Can I quickly add a new invoice to this project?

The Add New button lets you create a new estimate, task, timeslip, invoice or expense associated with this project.

Can I see what invoices I've already issued for this project?

You can also look at what estimates, tasks, timeslips, or invoices have been created for this project on this screen, and see what has been billed to your client on an invoice, and how much is still outstanding. You can also see any expenses or other costs charged for this project.

Select any of the tabs at the top to view details.

And when you've opened a tab, for each line of content in the tab, you can select it to drill down into the actual estimate, task, timeslip, invoice, or expense.