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Help / Projects, receipts and products

Projects: estimated, actual and received

What each number on a project means, and why they're different.

  • Estimated: what you expect to spend and earn, from your expense and revenue lines and fees.
  • Actual: what's agreed and entered. Signed deals, accepted quotes and costs you've entered count; ideas and lost deals don't.
  • Received: money that has actually come in on paid invoices.

Profit on a project uses actual income against your costs, so a deal you're still talking about never makes a project look better than it is. Switch between Estimated and Actual at the top of the project; the page turns amber for estimates and teal for actuals so you always know which you're looking at.

Still stuck? Write to hello@crustomer.us and a person answers.