Add First Invoice/Payment Prompt to Proposal
complete
E
Enoma
I depend on the ability to send a Proposal + Contract + Invoice all in one link/email.
It significantly reduces slow turn arounds on deposits if clients are immediately shown the invoice for the agreement they just signed and are prompted to pay.
This is different than approving and sending the invoice via email immediately because the invoice is included as part of the webpage a user is already on. This feature request is for a similar functionality to the Proposals feature in Dubsado, Honeybook, and Plutio.
O
Olga Kolgusheva
Will you be adding the PayPal option too?
Geoff Mina
complete
This feature is now complete. You can embed a Stripe payment option directly into your Proposal / Quote / Contract. The payment will sum up all the selected packages and the client will need to enter a valid credit card before the system will allow them to sign.
Geoff Mina
Geoff Mina
in progress
B
Blessing
Enoma this is a similar request - https://feedback.hecticapp.com/feature-requests/p/convert-proposals-into-invoices
I'm hoping a proposal->contract->invoice flow gets prioritized soon.
M
Marvin Diaz Jr
Agreed! My terms are usually that the contract is not started until both the signature and the deposit are received, the timetables get thrown off otherwise.