1. Discovery and data gathering
invoiced
Contracts
Contracts & e-sign
Every proposal is signed electronically from its private link, with a sealed record of what the client saw. Split an engagement into payment milestones and raise each invoice when it is due.
- Signed
- 1
- Awaiting signature
- 2
- Milestones to bill
- $900.00
Lee Okafor · Final expense
No payment schedule. Add milestones below to bill this engagement in stages.
Dana Ruiz · Medicare supplement
No payment schedule. Add milestones below to bill this engagement in stages.
Maria Delgado · Annual planning
2. Written plan delivered
pending
Payment schedule
Saving replaces a schedule that has not been invoiced yet.