Demo mode is open to anyone with this URL. Use test data only; do not enter real financial or personal information.

Create project

Enter commercial components once. Invoices and recognized revenue are recorded separately.

1. Client & project

Select an existing client, or enter a new client below. A new client record and its CSL code are created automatically when the project is saved.

Existing client

New client name

New client company name

New client contact name

New client email

New client phone

New client billing address

Project code

Service type

Project name

Description

Agreement date

Start date

Expected completion

Actual completion

Status

Invoice reference

Notes

2. Development / workmanship

Include development/workmanship

Development fee

Agency development cost

Billing method

Recognition method

Payment status

3. Hosting

Include hosting

4. Domain

Include domain registration

5. Client subscription

Leave blank when no recurring client subscription applies. Add as many subscriptions as this project needs.

Subscription name

Billing amount

Frequency

Start

Duration

Duration unit

Recognition

Description

6. Consultancy

Description

Consultancy type

Billing method

Rate

Quantity

Start date

End date

Recognition

7. Optional annual retainer

No retainer is created unless you choose one below. An expected retainer is forecast pipeline only; it cannot become recognized revenue until accepted or active and scheduled.

Retainer option

Custom annual retainer

First due date

8. Project review

Expected Retainer is intentionally excluded from initial contract value, recognized revenue, and gross profit. It remains a future commercial opportunity.

Development fee₦0.00

Hosting fee₦0.00

Domain fee₦0.00

Client subscriptions₦0.00

Consultancy fee₦0.00

Initial contract value₦0.00

Agency direct costs₦0.00

Estimated gross profit₦0.00

Estimated gross margin0.00%

Expected annual retainer₦0.00

Projected commercial value₦0.00

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