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Projects & contracts

Not sure about a term? See the Glossary.

What this feature is for

If you work with clients, contracts help you model recurring or scheduled cashflow.

Typical examples:

  • monthly retainer
  • project milestones
  • yearly renewals

How it interacts with payments

When a contract generates plan items, you can still connect real payments later.

Important: connecting payments should not be destroyed by later planning changes.

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