Releventful

Bring a proposal, contract, invoice and payment request together so your client can complete the steps your business requires.

How Quick-Close invoicing works

Create the document you need for the current client, with or without a related event.

Create an invoice or proposal

Configure the client experience for one invoice, from the first proposal through signing and payment.

Choose the right Quick-Close settings for an invoice

Keep separate agreements or invoices on the same event when your business needs more than one document.

Add more than one proposal, contract or invoice to an event

Open the specific invoice you want to work on, especially when an event has more than one proposal, contract or invoice.

Open the invoice editor for an event

Adjust the items on the document you are working on without accidentally changing your reusable catalog.

Edit items on a line-item proposal or invoice

Adjust the proposal associated with one invoice when you need a client-specific presentation.

Customize a proposal for one invoice

Send the documents your client needs now, with the correct access and a clear next step.

Send a proposal, contract or invoice to a client

Give your staff the event details they need while controlling whether the report includes client contact details and completed To-Dos.

Choose what appears in the Invoice Detail Report

Save a client-specific discount so it can be applied when that client's invoice is updated.

Set a default discount for a client

Copy an existing invoice when you want to reuse its structure for a new document.

Copy an invoice

Use invoice deletion only when you intend to remove the document and its related records. It is not a way to refund a client.

Delete an invoice carefully

Releventful Support

Naomi Sherman

Sara

Quick-Close Invoicing

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