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Overview: Quick-Close Invoicing

Releventful offers completely customizable invoicing to match the way you run your business.

Erin Pender avatar
Written by Erin Pender
Updated over a week ago

Our quick-close invoicing gives your client one seamless experience where they can review, sign and pay resulting in quicker lead to client conversions and quicker payments for you and your business!

Quick-Close Invoicing Options

Each invoice you create in Releventful can be customized to include any of the following:

  • A proposal

  • A contract w/an E-Signature

  • Request for payment

Proposals

Proposals can be included in the invoice if you would like to send a proposal or an estimate of services to your customer.

Releventful supports two different types of proposals

  • Line Item Proposal – this is a highly customizable proposal that will display your packages and add-ons as rows.

  • Proposal Template – using our proposal template editor you can design stunningly beautiful proposals. With proposal templates, you can allow your customer to “shop around” and pick their own options.

Contracts

Contracts can be included in the invoice if you would like your customer to sign and agree to your contract. Our contracts not only support E-Signatures but also requiring your customer to initial sections of the contract.

Note: our E-Signature support is ESIGN and UETA compliant so you can have peace of mind knowing that your contracts are legally binding.

Quick Link: Create a contract

Payments

Payments can be added to the invoice to require payment from your customer.

We’ve partnered with Stripe and Square to give you and your customer a seamless payment experience. When you receive payment in Releventful you can have peace of mind that we are fully compliant with the industries latest regulations and security requirements.

Steps for Creating An Invoice


Previewing the Invoice

Previewing the invoice will let you see the invoice as it will appear for your customer.

To preview the invoice

  1. In the Invoice Home, click Preview (icon shown above)


Client Proposal Review

When a proposal is added to your invoice your client will be required to review and submit the proposal. Once the proposal has been submitted by your client, the proposal selections will be finalized and the invoice will be displayed to them if the Show Invoice setting has been turned on.


Granting Additional Access to the Invoice

To grant access to additional people click the plus button (icon shown above) next to the client on the invoice home screen.

  • Under Grant Permission To: type in the name of the person you would like to grant access to.

  • Under Invoice Access Level: choose the appropriate level of access from the dropdown menu

Invoice Access Levels

Sign & Pay

Grants access to sign the contract and pay the invoice

Signing Access Only

Grants access to sign the contract

Paying Access Only

Grants access to pay the invoice

View Only

Grants access to view the invoice

ℹ️ Note: if you do not see the person you would like to grant access to click on Add a new Contact to add them.

❗Important: Once you are ready to notify everyone of the invoice, click the Send to Client button.


Sync an Invoice to QuickBooks

If you are using QuickBooks online for your business, you can have Releventful automatically create the invoices in QuickBooks.

To turn QuickBooks syncing on

  1. In the Invoice Settings section of the Invoice Home, click the QuickBooks

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