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Jun 25, 2025 09:35 PM
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Squarespace
project management
invoicing management
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AI summary
Manage client projects and invoices in Squarespace Commerce using the Invoicing panel to track details, set milestones, and send proposals. Integrate lead collection forms and third-party tools for streamlined operations, ensuring efficient project management and client satisfaction.
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Project Management in Squarespace Commerce
Learn to effectively manage projects and invoices in Squarespace Commerce.
TL;DR: Key Points
- Manage client projects directly from Squarespace's Invoicing panel
- Add and review project milestones and invoices
- Customise lead collection forms and integrate third-party tools
- Create detailed project profiles for streamlined management
- Learn how to send proposals and manage deliverable deadlines
Getting Started with Projects in Squarespace Commerce
If you're offering services like photography, consulting, or web design, keeping track of project details is essential. Squarespace Commerce includes an Invoicing panel where you can manage client relationships and project specifics in one place.
Important: You can't manage invoices and projects on the Squarespace mobile app. These features only work on desktop, which gives you access to the full toolset and a more stable environment for handling important tasks.
Collect and Manage Leads
Start by setting up a contact page so potential clients can reach you easily. Squarespace offers several pre-built layouts you can customise. Include useful questions like how they found your business, when they need services, and their budget.
Handling Form Submissions
When someone submits your contact form:
- Go to the Lists & Segments panel
- Select Form submitters
- Click on the client's contact to see all their form submissions
- You can respond directly using their submission data
Pixelhaze Tip: Connect services like Mailchimp or Google Sheets to automatically collect and organise lead data. This makes follow-up and tracking much easier.
Creating and Managing Projects
Starting a New Project
To create a client project:
- Go to the Projects panel and click 'Create'
- Search for an existing client by name or email, or click 'Add new client'
- Attach any relevant form submissions
- Add project details like the project name and finalise
Managing Your Project List
Once you've created a project, the Invoicing panel becomes your main workspace. You'll see detailed overviews for each project, including total revenue, recent activities, upcoming milestones, and your notes. This view helps you stay on top of progress and manage deliverables.
Adding Project Milestones
Setting up milestones is straightforward:
- Under the Milestones section, select 'Add milestone'
- Enter details like 'Wedding day' and the specific date
- Save your changes (you can edit or delete milestones later)
Invoicing and Contracts
Before starting any work, send your clients proposals, estimates, and contracts. You can manage and send all of these from the project's details page. Once you've completed the work, sending an invoice takes just a few clicks.
Note: Squarespace doesn't charge transaction fees for invoices, but payment processor fees still apply.
Keeping Projects Organised
If you need to delete a project, handle any attached documents first. Deleting a project won't remove associated invoices or client data, which protects your important information.
FAQs
Can I customise project milestones in Squarespace Commerce?
You can set basic milestone details including descriptions and due dates, but Squarespace limits deeper customisation options.
Can I move a project to a different client?
No. Once you create a project, it stays linked to the original client contact and can't be reassigned.
Are there fees for sending invoices through Squarespace Commerce?
Squarespace doesn't charge extra transaction fees for invoices, but standard payment processing fees apply depending on your chosen processor.
Jargon Buster
Squarespace Commerce: Squarespace's e-commerce platform for managing online stores and transactions
Invoicing panel: The dedicated area in Squarespace for managing invoices, projects, client details, and financial tracking
Project milestones: Specific tasks or events within a project that mark important phases or deadlines
Client contact: Personal and project information stored about each client within Squarespace
Summary
Using Squarespace Commerce to manage and invoice projects gives you a solid framework for handling everything from client management to financial tracking. These tools can significantly improve your operational efficiency and keep clients happy when you understand how they work.