How do I setup fixed fee/recurring projects?

  1. Go to Customers in the sidebar.
  2. Click on a customer/project in the customer list for whom you want to set the project type.
  3. Go to the Billing Tab.
  4. Select Fixed/Recurring from the Project Type drop-down.
  5. Click on +Add.
  6. In the popup, enter the fixed Bill Amount, task, employee name and other details as required.
  7. If you want the above setting to be recurring, then, check the recurrence box. 
  8. Choose the desired frequency and duration.
  9. Click Save & Close.
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