Workspace setup usually takes 15 minutes, and you can also start with a demo workspace.
We recommend setting up the workspace in the following way:
Creating a Workspace
To create a new workspace, simply name it as you want. It will be visible to your teammates and clients, and you can customize it for invoices later.
The easiest way to create a new workspace is to go through the onboarding process. There will be an option to create a demo workspace with sample data in one click.
Working as a Team?
If you are working in a team, you can add teammates. You can invite only those who need access to the dashboard and use a time tracker.
You can give full admin access to other users as well. This is helpful for business partners.
Adding Clients
For each client, you can add their representatives and invite them to the workspace, optionally. Once a client contact accepts the invite, they will be able to view all issued invoices and timesheets (if you allow them to view them).
Inviting clients is not necessary. You can still send invoices via email or by sharing its URL.
Creating Projects
Projects help you organize your work and billing. For each project, assign teammates who are working on it and set billing terms.
Setting Billing Terms
Set a default hourly rate for the project or an individual hourly rate for each member. This is necessary only if you are using hourly billing.
Setting Up Payment Methods
Configure payment methods that are available to your clients to pay for invoices. All payments proceed directly to you, and Edens is not involved in this process, so we don’t charge any fees.
Learn more about available payment methods in the docs.
Creating Invoices
Experiment with invoices by creating one and adding some items. You can delete the invoice before it is issued.
You can bill tracked time and get a timesheet with a detailed view. This might be shared with a client as you wish.
An invoice is created in draft status. Once you are ready to share it with the client, you need to issue it.