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