Introduction

If you are providing multiple counts of the exact same service to your client, we suggest using the quantities feature in the New Proposal Editor as long as your service is a Fixed Price Type or an Included service.

This ensures that your proposal is concise and easy to understand!

Table of Contents


How to use quantities?

Please note that quantities are only available if your service is a Fixed Price Type or an Included service.

You will see a Qty field to the left of your service price in the Services step of the New Proposal Editor.

Changing the quantity will update the subtotal value of that Billing Rule.


What your client sees

You can preview how this displays to your client in the Presentation step of the New Proposal Editor.

In the live preview, you will see an indicator that there is more than one quantity of service in the Options (if using Proposal Options).

This will also show in the Summary step as well as the Schedule step.

You can also click Preview Client Experience to see this from your client’s perspective.

Your client also sees this indicator in the PDF once they accept the proposal.


Indicators in the Billing Schedule tab

You will see the quantity indicated on billing items in the Billed Automatically section in your client’s Billing Schedule tab.

You are able to edit this if you wish.

Please note: Quantity will not be shown in the Manually Billed section as you need to confirm the quantity and price upon invoicing.

Learn more about editing a billing item.

Indicators in the Invoices tab

You will see the quantity indicated on the invoices when you select a specific invoice in your client’s Invoices tab.

This will also be indicated on the invoice that is sent to your client.

Indicators in the Services tab

You can also see quantities indicated in your clients Services tab.


Workflow considerations

If you have a practice management app connected like Xero Practice Manager (XPM), Karbon or Intuit Practice Manager (IPM), remember to consider how many workflow/job templates you may need.

You may need to add in an additional template depending on the app that you are working with, or you may need to do this manually once the workflow/job is deployed.

Click here to learn about XPM, Karbon and IPM.

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