Creating Mail Lists
Create email lists, add contacts & assign surveys to specific groups. Learn more about Mail Lists for surveys.
Projects
Manage projects & bill clients! Track time, assign staff, collaborate & save time with copy features.
Manually Linking Invoices to Projects
Link invoices to projects in Thulo Cloud! Create invoices directly from Sales and link them to projects for easier billing & project finance tracking.
Viewing and Adding Timesheets
Track project time in Thulo Cloud! Learn how to view existing timesheets & add new ones to accurately bill clients and manage project timelines.
Creating New Projects
Create & manage projects in Thulo Cloud! Set billing types, assign teams, control client access, and more. Streamline your workflow and keep clients informed.
Project Finance Overview
Get a quick overview of project finances! See logged hours, billable rates, and totals for clear project cost tracking in Thulo Cloud.
Invoicing Projects
This article explains how to create invoices for projects within Thulo Cloud and the different options available for structuring invoice items.
Project Activity
Track project activity efficiently in Thulo Cloud: manage visibility for customers, ensuring project details are appropriately shared or restricted.
Disabling Knowledge Base
Learn how to manage knowledge base visibility in Thulo Cloud: disable for customers, control staff access, and maintain privacy for internal articles.