Adding services to a proposal

This step is where we add services to your proposal! When filling in this section, have a think through each type of billing you will need to add to your proposal.

  • Do I want to charge one time, on acceptance of the proposal?

  • Are there services you will charge for every month? Every quarter? ...etc.

Decide on the first service that you'd like to add to your proposal and whether it will be a Recurring bill or a One Time bill.

Then, follow the steps below.

  1. Select 1 of the Billing Rule presets to get started. This will allow you to create a new Service Group using the shortcuts and customize the Billing Rules to your preference.
    A Service Group is a group of multiple services that all follow the same billing rule (one time, recurring...etc). You can add as many service groups as you like!

    If you can't see the specific shortcut you need, click on the shortcut that most closely matches the way you would like to bill. You can edit the Billing Rule after.

  2. Select services from your Service Library or create a new service within this screen.
    Remember, all services in a Service Group follow the same Billing Rule.

  3. Select and confirm the Price Type and Price for each service.
    Note: By default, services will be added as a fixed Price Type - select another Price Type if you will be using a Variable price.

  4. Repeat Steps 1-3 until you have completed adding all of the services you will provide for that client.

There are a few other elements you can optionally use in the services screen:

  • Optionally use Projects to break up your Service Groups under headings to clarify different areas or Phases of work for clients - e.g., initial set-up work vs ongoing work.

  • Optionally use Manual Billing Mode (only for Fixed Price Type services) to instruct the system to not automatically raise an invoice when the Billing Rule condition is met for that service.

    The billing item will be housed in the Billed Manually section instead of the Billed Automatically section in the client's Billing Schedule.

Once you're finished with adding all of the services, it's time to breeze through the remaining four tabs of proposal creation!

Proposals 4: Payments, Terms And Automation (2 mins)

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