Projects & Payments

Group multiple invoices and track what's owed.

A project groups a quote and its related invoices, ideal when one job is billed in stages (e.g. advance + final), or has several invoices over time.

How projects form

• Converting a quote to an invoice can create or attach a project automatically.
• You can also create a project manually and assign documents to it (row menu → Add to Project).

Follow-up invoices

From an invoice with an outstanding balance, choose Invoice for Remaining. ezcoute creates a new invoice for the remaining amount and keeps it in the same project, so the project’s totals stay correct.

Tracking balances

• Each invoice shows Total / Paid / Balance.
• The Dashboard’s Receivables and Upcoming Payments show what’s outstanding and overdue across everything.