In this tutorial, we will be reviewing Releventful’s unique and custom quick-close invoicing process. Our quick-close invoicing process gives your client one seamless experience where they can review, sign, and pay for your services.

Each invoice you create in Releventful can be customized to include a proposal, contract with e-signature option and a request for payment.

The quick-close invoice screen can be found in existing invoices on your various events. To locate the quick-close invoice screen for a given client and event, you will want to locate the event first, and select the option to edit the event. There are multiple ways to get to the event edit screen in Releventful. You can locate this via the the sales pipeline, calendar display or by using the magnifying glass in the left-hand navigation bar to search for the specific event.

In today’s tutorial, I will be locating my event via the sales pipeline. From the pipeline, I am locating my lead, selecting the lead card, clicking on “Edit” and selecting “Edit Event details”. From the edit page, toggle to the “invoices” tab.

You can create a new proposal or invoice with the “Add New” drop-down option if you have not generated on at this time. Any existing invoices will be displayed under the “Invoices” header. Select on an existing invoice to open the quick-close invoice screen for that invoice.

On the quick-close invoice screen, you can configure the entire invoicing process for the client’s event and see where they are in the process. At the top of the page, you will see a timeline bar. Here you can see when you have submitted the invoice to the client, when they have signed the contract and when they have made a payment.

On the left side of the display, you will see the invoice name, event details and the primary client indicated for the event. To the right side of the display, you will see high level details about the invoice. When the client has seen the invoice, signed the contract, their payment status and when the invoice was last updated.

The tiles at the bottom of the quick-close invoice dashboard will guide you and your client through the necessary steps to booking their event. These tiles can automatically pull in specific proposal templates, contracts and payment schedules if you set up these automations in your available portal templates. These automations are a great solution to invoicing your client quickly based on their specific event type. To learn more about these automations, please review our “Portal Templates” tutorial at help.releventful.com.

The proposal tile represents the proposal you wish to send to the client. This step can be eliminated if you would like to send them a final invoice and skip the proposal. To eliminate this step, you will want to select “Add Invoice” on the “Invoice” tab and not the “Add Proposal” option.

If kept as a part of the invoicing journey, you will need to determine if a line item proposal or proposal template option is best for them. For more information on the proposal options, please visit help.releventful.com for our tutorials around proposal options. If a proposal is not automatically attached here via the portal template automations, you can click on the tile to select the appropriate proposal template, or begin to build out the specific line item proposal option.

Proceed to attach a contract in the same way by clicking on the contract tile and attaching the proper contract. Contracts can also be automatically attached and configured via the portal template automations.

If you have a default payment schedule configured in the system and have it automatically added to all of your invoices, you will see the payment schedule reflected when opening the payment tile on the quick-close invoice screen. If you would like to adjust the payment schedule for this event, you can do so by editing the schedule set in this tile. Otherwise, you can request or record payments individually here.

The last tile is the final invoice and can be generated by the proposal selection process or by you manually. If the “Show Invoice” setting on the left-hand side is enabled, when the proposal template selections have been made and submitted by your client, the proposal selections will be finalized, and the final invoice will be displayed to them.

The settings on the left-hand side of the quick-close invoice dashboard will allow you to enable or disable any of the items in the invoicing process. For example, maybe for this particular event, you do not need a contract signed. You could toggle the contract setting to “off” to remove this from the process and keep it hidden from my client.

Another example for these visibility settings might be that you want to have a first look at the client’s proposal template selections before proceeding the client to the contract, payment, and final invoice. If that is the case, you can toggle all of the options on the left to “off” and turn them on when you are ready for the client to move forward in the process.

The eye icon on the tiles will indicate the visibility to the client. If any of the options in the invoice are not enabled, the eye icon on that particular tile will have a strike through it, indicating that it is not visible to the client at this time.

At any time, you can view the invoice and invoice details as the client with the “preview” button in the upper right-hand corner of the page. For more information on how the client interacts with the event portal and your requests, please watch our tutorial around the client experience at help.relevetful.com.

When you have this page setup with all the necessary templates, the settings have been configured to your liking and you have previewed this experience as your client, you can click the “send to client” button in the upper right-hand corner to send this out to your client.

Once the invoice is sent to your client, the Pay & E-Sign button will be enabled on their portal.

We hope that this tutorial helped explain the details and customization options around the quick-close invoice process. For additional tutorials and resources, please visit help.releventful.com.