Guides

Create a Proposal

Create and send a proposal to a client.

Accept a Proposal

What happens when a client accepts a proposal.

Duplicate a Proposal

Create a copy of an existing proposal to use as a starting point.

Convert Accepted Proposal to Project

Turn an accepted proposal into a project, carrying over line items and milestones.

Create an Invoice

Generate an invoice from project data or create one manually.

Create an Invoice Manually

Create a new invoice from scratch without pulling from project data.

Generate Invoice from Project Data

Auto-generate an invoice by pulling unbilled time entries and transactions from a project.

Record a Payment

Mark an invoice as paid and record payment details.

Set Up Payment Schedules

Create installment-based payment plans for projects.

Waive Charges

Create a billing waiver to exclude specific services, time, or costs from billing.

Track Time

Log time entries manually or with the built-in timer.

Set Billable Rates for Team Members

Configure billable rates and internal cost rates for organization members.

Manage Expenses

Track costs as expense transactions.

Manage Charges

Create charge catalog items, optionally with recipe/BOM costing.

Add a Recipe/BOM to a Charge

Attach a bill of materials (recipe) to a charge item for cost-based pricing.

Configure Material Categories

Set up categories for recipe materials with default markup multipliers.

View Client Profitability

See revenue, costs, and margin for a client.

Add Contacts to a Client

Manage contact people associated with a client company.

Archive a Client

Archive a client to hide them from active lists without deleting data.

Use the Schedule

View and manage milestones, events, and deadlines on the calendar.

Manage Project Pipeline

Use the kanban board to track project stages.

Add Calendar Events

Create manual calendar events visible on the schedule.

Add Milestones to a Project

Create and manage project milestones visible on the schedule and calendar.

Apply a Milestone Template

Pre-populate project milestones using a saved template with relative date offsets.

Configure Pipeline Stages

Set up and customize kanban columns for the project pipeline board.

Connect Google Calendar

Sync Google Calendar events with the Clearmargin schedule.

Configure Settings

Set up organization, team, payments, and other settings.

Set Up Payments

Connect Stripe to accept client payments via cards and ACH bank transfer.

Import Data

Import clients, transactions, and history from another platform.

Invite a Team Member

Add another user to your organization with a specific role.

Configure Notifications

Set up notification preferences and email signature.

Set Up Webhooks

Configure webhook endpoints to receive real-time notifications for document events.

Export for Taxes

Download financial data in formats compatible with tax preparation tools.

Configure Tax Categories

Customize tax categories used to classify catalog items for tax reporting.

Create an API Key

Generate an API key for programmatic access to your Clearmargin data.

Set Up Zapier Integration

Connect Clearmargin with Zapier for workflow automation.

Set Up Slack Notifications

Get real-time Clearmargin notifications in your Slack workspace.

Get Help / File a Support Ticket

Submit a support request to the Clearmargin team.