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View Poll Results: How do you handle invoicing?
I include invoicing actions within each project 5 62.50%
I maintain a separate project or list for invoicing & add individual actions for each project 0 0%
I maintain separate, general actions for invoicing 1 12.50%
I don't track invoicing within OmniFocus at all 3 37.50%
I use some other process within OmniFocus 0 0%
I don't need to invoice 0 0%
Multiple Choice Poll. Voters: 8. You may not vote on this poll

Workflow for Freelance work projects? Thread Tools Search this Thread Display Modes
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I'm wondering if anyone has any experience setting up projects for freelance work? Specifically: Do you include the project's billing & correspondence actions in the project itself? Or do you have separate (maybe single-action) lists for these?

The question arose as I added due dates to freelance projects - but then realised that the project is considered completed when the work is done and the client is happy. But invoicing, administration and correspondence tasks may exist after the project is considered 'completed', or before it has officially begun.

It seems using separate lists would be a natural solution, but the downside is you have to remember to add actions for your projects (eg invoice client A for project X) - unless of course you make an action to 'scan completed projects & create invoices' but I imagine it's still not perfect..

Any ideas I might not have considered? Should I create distinct sub-projects for all stages of a project (including admin) and attach my project due-date to the main 'do the work' sub-project?

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