You can learn more about proposals invoicing here

Summary

1. Introduction to proposal services billing

   • Cone offers versatile billing options tailored to meet various business needs
   • The platform supports different billing structures, ensuring seamless financial management

2. Billing options

   • One-time charges: Ideal for projects with a single payment requirement
   • Recurring billing: Suitable for ongoing services or subscriptions
   • Milestone-based billing: Perfect for projects divided into specific stages or deliverables

3. Billing triggers

   • Upon acceptance: Bill immediately after the proposal is accepted
   • Contract start date: Initiate billing at the beginning of the contract term
   • Contract end date: Charge at the conclusion of the contract period
   • Custom dates: Set specific dates for billing that align with your business needs
   • References to Contract Dates: Use key contract milestones as billing points

4. Recurring billing settings

   • Define how frequently recurring charges will occur (e.g., monthly, quarterly)
   • Specify the start and end dates of the recurring period
   • Determine the number of times the charge will recur

5. Auto-Invoicing option

   • Enable auto-invoicing to streamline your billing process
   • Invoices are automatically generated on the specified billing date
   • Benefits include time savings, reduced errors, and consistent cash flow management

6. Manual Invoicing for un-billed Items

   • Access un-billed items within the client workspace under the billing section
   • Group related un-billed items together for efficient management
   • Create new invoices manually by selecting these items
   • Once invoiced, items are removed from the un-billed list

7. Comprehensive Visibility and Management

   • Gain a holistic view of all un-billed items across clients through a centralized platform
   • Efficiently track and manage pending invoices
   • Ensure transparency and control over your financial operations

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