Managing Projects with Squarespace Invoicing Effectively

Managing Projects with Squarespace Invoicing

TL;DR:

• Use Squarespace's Invoicing panel to manage project-based services like photography or web design
• Track project revenue, milestones, and client communications in one place
• Must use a computer to access these features – not available on the Squarespace App
• Attach client forms to projects for easy tracking and integration

When you're running services like consultations or creative work on a project-by-project basis, staying organized makes all the difference. Squarespace's Invoicing panel gives you an all-in-one space to manage projects, view revenue, and communicate with clients.

Creating and Tracking Projects

To start a new project from your Squarespace dashboard:

1. Go to the Projects panel
2. Click 'Create' and select 'Project'
3. Either link a project to an existing client contact or add a new client by entering their details
4. Set your project name and you're ready to go

Quick checklist:

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• Client contact linked? ✔
• Project name set? ✔
• Milestones defined? ⭕ (next step)

Adding Milestones and Tasks

Milestones are the crucial stages within your project lifecycle. If you're a wedding photographer, your milestones might include the first client meeting, wedding day, and final photo delivery.

To add a milestone:

• Under 'Milestones', click 'Add milestone'
• Describe the milestone (e.g., "Wedding Day")
• Set the date, and save

Tip: Update and review milestones regularly to keep projects on track and clients informed.

Billing and Payments

Sending timely invoices and managing finances is straightforward through the Invoicing panel.

Sending Invoices
When you're ready to bill a client:

• Go to the specific project, select 'Send Invoice'
• Enter the billing details. Clients will receive this via email and can pay through a secure page

Handling Documents
Documents like contracts and estimates are important before starting work:

• From a project page, choose 'Send Proposal' or 'Estimate'

Tip: Always connect a payment processor before issuing your first invoice to ensure smooth transactions.

FAQs

Can I manage projects using the Squarespace App?
No, project management and invoicing must be accessed via a desktop as they're unavailable on the Squarespace App.

Are there any fees for invoice payments?
There are no Squarespace transaction fees for invoices, but payment processing fees apply depending on your payment processor.

What happens if I accidentally delete a project?
Deleted projects cannot be recovered, but associated invoices, contacts, and form submissions remain accessible.

Jargon Buster

Invoicing Panel: The section of Squarespace where you control aspects of billing and client project management.

Milestone: Key points or deliverables within a project timeline.

Payment Processor: Third-party services that handle the transactions from clients, such as Stripe or PayPal.

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Wrap-up

Using Squarespace's Invoicing panel effectively helps you manage each of your projects with ease, from initial client contacts and setting milestones to sending out invoices and wrapping up tasks. The more organized you are in managing projects, the smoother your service delivery will be.

Ready to streamline your project management? Join Pixelhaze Academy for more Squarespace tips and tutorials.