Turning a Proposal into an Invoice

When your client is ready to move forward with selecting you as their service provider for their event or custom order, you can easily turn a proposal into an invoice. 

Follow these steps to turn a Proposal into an Invoice that you can collect payment on:

1) Open up the edit page of the proposal you intend to turn into an invoice. Remember you can locate them from the Invoice Dashboard, via Search or the Proposal view.

2) In the top left corner where it says “Proposal” in a drop-down, change it and select Invoice.

3) If you have not done so, you will need to add a Billing Contact with Billing Name, Phone, Email, and Address to send an Invoice to whoever is going to pay for the Invoice. If the customer and billing contact is the same, simply check the “same as contact name” box and add a Billing Address for that contact.

4) Click “Preview & Bill”. Review your Invoice carefully and thoroughly because you will not be able to edit it once the bill is generated. 

5) Click “Bill invoice” and select the due date. This is the final date you want the customer to make a payment and will appear on the Invoice. Payments can still be made after the due date, they will show as “Overdue” to the customer and in your Invoice dashboard. 

6) Click "Next". If you wish, edit the email message that is sent to the Billing and Customer contact. Add additional Carbon Copy (CC) email addresses, just be sure to separate them with a comma. Once the message content is exactly how you like it, you can click "Send". Your Invoice has been created and sent! 

An email with the invoice as an attachment PDF has been sent to the Billing Contact and the Customer Contact. It also generates an invoice that is available for the Billing Contact to login to your Premium Website and pay the invoice directly via Credit, Debit Card or ACH. 

** Something to note**

At this time there is no way to process partial payments on invoices so if you intend to accept two payments - say a down payment (retainer) and completion fee - you must make two separate invoices.