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Project Settings: automatic revenue on signed agreements

Understand the "Auto-generate project revenue on signed agreements" switch and when to turn it off.

Beginner 2 minOwner / manager· Last checked 2026-10-03

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Rough runtime

1:29

Scenes

4

Lesson

9.4 · Settings & integrations

File name

09-04 settings-project-defaults.mp4

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  • Settings open.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Project Settings: automatic revenue on signed agreements/settings?activeTab=project-settingsTitle card, then the first screen of the lesson.A short one about where the revenue number comes from.
10:2027sOpen Project Settings/settings?activeTab=project-settingsGo to Settings → Project Settings.One switch: should signing set the job revenue automatically?
20:4727sDecide/settings?activeTab=project-settingsLeave it on for most companies. Turn it off if you type final revenue per job.Most teams leave it on. If your invoices routinely differ from the signed price, turn it off and type the real number per job.
31:1415sRecap & next lesson/settings?activeTab=project-settingsHold on the finished result, then the end card.Next: the Files library for shared PDFs.

Narration, in order

  1. 0. Intro: Project Settings: automatic revenue on signed agreements

    0:00 · 20s

    Title card, then the first screen of the lesson.

    A short one about where the revenue number comes from.

  2. 1. Open Project Settings

    0:20 · 27s

    Go to Settings → Project Settings.

    One switch: should signing set the job revenue automatically?

    Show before cutting: "Revenue Settings" with the switch "Auto-generate project revenue on signed agreements", on by default.

  3. 2. Decide

    0:47 · 27s

    Leave it on for most companies. Turn it off if you type final revenue per job.

    Most teams leave it on. If your invoices routinely differ from the signed price, turn it off and type the real number per job.

    Show before cutting: Future signatures follow the new setting.

  4. 3. Recap & next lesson

    1:14 · 15s

    Hold on the finished result, then the end card.

    Next: the Files library for shared PDFs.

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