Invoicing as an Agency Owner Run retainers, projects, and a team from one workspace — track who logged what, watch project margin, and bill it all cleanly. Agency Project Margin Retainers

Invoicing as an Event Planner Juggle vendors, deposits, and a moving scope without losing the thread. Estimate the event, bill in stages, and track it all on a project. Event Planning Project Margin Staged Billing

Split one expense across multiple projects A bulk buy that served three jobs shouldn't land on just one. Divide it fairly so each project's margin reflects its real share. Cost Allocation Expenses Project Margin

Billable vs. Non-Billable Expenses Some costs you eat; some you pass through. Tag each one right the first time. Billable Costs Expenses Project Margin

Track mileage and travel costs Log the drive to a shoot or client site so it counts toward the job's true cost. Expenses Project Margin Travel