Details Invoicing: Proposal Access from Invoice

If you're using Details invoicing, your client can view and sign the proposal and then be directed to complete the first payment.

Here's what you need to have selected for your client to sign and then pay:

  • Make sure you Saved and Published your proposal.
  • On the Invoicing page, click the checkbox for 'Show Proposal Link' located on the left side of the page.
  • Before you send it off, click 'View' to review the invoice.
  • Since this is the first payment, click the 'Send Now' button to send the invoice to your client. Check out this article to learn about 'Auto-Send' for future payments: How do I send my client an invoice?

When your client clicks the link, this is what they will view:

Screen Shot 2021-03-31 at 12.55.37 PM

  • Instruct your client to click the 'View & Sign Proposal' button to first sign the proposal.
  • Once complete, the page will redirect to the payment portion of the invoice.
  • Once paid, the payment will automatically be logged in Details and your client will move to the 'Plan' portion of the pipeline. (17)