Add an Invoice to a Proposal

Whether a client forgot to mention a service during discovery or you need to add an additional invoice, ad-hoc invoicing makes it quick and easy to bill for one-off work.

1. Click on Payments

2. Click on Manual Invoicing

3. Click on + Create Invoice

4. Navigate to the drop down to open up Clients

5. Click on your desired client to add an invoice

6. Navigate to the drop down to open up Proposals

7. Select the existing proposal you wish to add the invoice to.

8. If you want this invoice to automatically be processed by AccountGroove on a give date toggle on Automatically

9. Enter the Name of the Service and Amount for the invoice and hit Save

Thats it! Once the invoice is added to the proposal, this ensures all work is billed accurately without disrupting existing subscriptions or billing schedules.