How to use Northline Ops.

The dashboard brings together pipeline value, receivables, unbilled value, active clients, active projects, logged time, recent activity, and useful shortcuts.

A short guide that tracks progress toward your first invoice. It updates automatically as you complete each task, so you do not need to mark steps complete yourself. Once all steps are done, you can dismiss it.

Open Proposals and Contracts, add a clause with a title and body, and save it for your team to reuse when drafting future proposals.

Save the standard terms your business uses in each region, then choose the appropriate terms when drafting a proposal.

Save the proposal, then choose Share. Send the private review link by email. The client can review and accept it online without creating an account.

On an accepted proposal, choose Convert. Select an optional deposit and whether to send an onboarding questionnaire. Northline creates the project, milestones, tasks, and deposit invoice together.

Open Time Tracking, choose a project and optional task, then select Start. Select Stop to save the entry or Discard to remove it. A reminder appears if a timer runs for more than four hours, helping prevent accidental overnight billing.

Select unbilled, billable entries, then choose Convert to Invoice. Group the time by entry, task, or project and Northline creates one invoice with the line items ready.

Yes. Choose whether each entry is visible to the client. Only shared entries appear in the client project view.

Open Retainers and Subscriptions, choose New Agreement, then select the client, billing schedule, pricing model, amount, included hours, rollover option, and start date.

Northline checks whether an invoice already exists for that period before creating one. Running the action again will not create a duplicate.

If rollover is enabled, unused hours carry into the next cycle up to the limit you set. Included hours are used before rolled-over hours.

Open the client record, choose Invite to portal, enter the recipient email and role, and send the secure invitation. The client lands on their private portal after signing in.

Clients can see shared projects, sign off on milestones, view shared documents, view and pay invoices, sign proposals and contracts, sign the handover, and submit feedback.

Open the client record, choose Portal users, and select Revoke. Access is removed immediately.