FAQs
I cannot submit the proposal
Any actions taken in the invoice preview will not be saved. If you would like to take action on behalf of your customer, click Edit as Client in the invoice preview
I don’t see my payments listed in the invoice preview
Payments can be turned on or off on the invoice preview, to turn them on:
In the Settings are of the Invoice Home, click the Payments toggle button to turn the Payments tab on
I cannot sign the contract for my client
Since E-Signatures are legally binding, signing for your client is not supported.
I don’t see my contract listed in the invoice preview
The contract can be turned on or off on the invoice preview, to turn it on:
In the Settings are of the Invoice Home, click the Contract toggle button to turn the Contract tab on
I don’t see the invoice listed in the invoice preview
Toggling the invoice tab of the invoice preview off is only available if you have added a proposal to your invoice.
An example of turning the invoice off in the invoice preview is if you would like your customer to only review the proposal.
To turn the invoice on in the invoice preview
In the Settings are of the Invoice Home, click the Invoice toggle button to turn the Invoice tab on
How do I make changes to a proposal that my client submitted?
In the Invoice Home, click Make Changes to the proposal
Click Change Proposal in the navigation bar
I turned "Show Payments" off on the invoice preview, however, my client automatically received a payment request after submitting the proposal.
If you have a payment schedule applied in the portal templates area it will automatically request payment from your client.
Need to check if your payment automations are on?
Follow these steps:
On the side panel, select Templates > Portal Templates
Navigate to the payment schedule section under Step 2.
Click on the pencil icon (shown below) to activate or deactivate a payment schedule.
