Simple projects
How to create a project without an offer, the statuses it uses, how invoicing and plan limits apply, how to delete it, and how to turn it into an offer later.
A simple project is a project without an offer. It keeps your invoices for a piece of work together, and nothing is sent to your client.
Create a simple project
Click New Project on the Projects page, or choose Create Project from the + menu.
Choose Simple project.
Enter the project name and choose the account.
Optionally choose a Person of Contact and write a summary.
Click Create Project.
The project opens and starts Active.
Field | Required | What it’s for |
|---|---|---|
Project | Yes | The project’s name. |
Account | Yes | The client the work is for. |
Person of Contact | No | Your main contact at the account. |
Summary | No | An internal note. Your client never sees it. |
Converting a qualified lead offers the same choice between Project with offer and Simple project. See Turning a lead into a project.
Statuses
A simple project starts Active. From there you can complete it or cancel it, and either one can be reopened to Active.
Draft, Offer Pending and Rejected only apply to a project with an offer, so a simple project never uses them. See Projects and their statuses.
Invoicing
You invoice a simple project like any other project, while it is Active. Billow does not draft any invoices for you, so you create each one yourself.
There is no offer to take tax settings or a currency from. Each invoice starts from your workspace defaults and stays editable, the same as an invoice with no project. See Taxes on your documents.
Editing
You can edit a simple project’s name, account, contact and summary at any status.
Once the project has an invoice, including one you have deleted, you can no longer change its account. The contact stays changeable. See Projects and their statuses.
Plan limits
A simple project takes one of your plan’s active project slots as soon as you create it, because it starts Active. Completing or cancelling it frees the slot. See Plans and limits.
Turn a simple project into an offer
You can add an offer to an Active simple project that has no invoices.
Open the project.
Click Turn into offer in the Project Summary card on the overview.
Fill in the essentials step of the offer wizard.
Click Next: Deliverables.
Click Create Offer in the dialog to confirm.
Nothing changes until you confirm. The dialog explains what happens:
Turn this project into an offer? Saving this step creates an offer and moves the project from Active to Draft. It becomes Active again once your client accepts the offer. The offer cannot be removed later.
From then on, the project behaves like any other project with an offer. See Building and sending an offer.
If the project has an invoice, Turn into offer is disabled with “This project has invoices. Delete them first to turn it into an offer, or start a new project.”
Deleting a simple project
Only workspace owners and admins can delete a simple project. It can be deleted at any status, as long as it has no live invoices.
Invoices you have deleted do not block the delete.
To delete it, open the project, click Delete Project at the bottom of the page and confirm with Delete.
