Summary

Setting a default invoice status (e.g., open or paid) ensures consistency in how invoices are processed.

Navigate to Cone’s settings to choose your preferred default status, ensuring all new invoices follow this standard.

Automatically generates invoices upon client proposal acceptance, eliminating manual entry

Enable auto-invoicing in the settings to trigger invoice creation based on predefined conditions, such as client approval

Automatically charges clients using their default payment method once an invoice is generated

Ensure each client has a default payment method set up to facilitate seamless transactions and expedite the billing cycle

From proposal to payment: Create and send proposals through Cone's platform. Upon client acceptance, auto-invoicing generates the invoice, which is then automatically charged if auto-charging is enabled

Tracking results: Review the status of invoices and payments in the client’s account section within Cone, ensuring transparency and ease of monitoring