Summary

1. Default invoice status

   • 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.

2. Auto-invoicing

   • 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

3. Auto-charging

   • 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

4. Workflow process

   • 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