Proposals with Invoicing

1. 1. Click on 'Proposals'

   

2. 2. Click on 'Create proposal'

   

3. 3. Click on 'Start from scratch'

   

4. 4. Enter title for the proposal

   

5. 5. Select services to include in the proposal

   

6. 6. Click on 'Create services' to add services to proposal

   

7. 7. You can see the summary of the services added

   

8. 8. You can see the pricing of the added services

   

9. 9. Auto-invoicing services are indicated by an icon

   

10. 10. Add relevant agreement

    

11. 11. Send the proposal to client to get signature

    

12. 12. Once the proposal is won, it will be indicated under the status in the proposals listing

    

13. 13. Next, navigate to 'Billing' under the client workspace

    

14. 14. Click on 'Sent invoices'

    

15. 15. Invoices from proposal services

    If the signed proposal had any services that has auto-invoicing configured, an invoice will be automatically created that includes those services. If syncing to accounting software is enabled, invoice will also be added to accounting software

    

16. 16. Click on Invoice #INV-0032…

    

17. 17. Invoices for recurring services from proposal

    If there are any recurring services in the signed proposal, those services will be included in the future invoices and these will show up under 'Scheduled' tab

    

18. 18. Future service invoice items from proposal

    Future invoices for the next 3 months will be showed under 'Scheduled' tab

    

19. 19. You can see the details by clicking on any of those