Create Your Attorney Invoice Template for R&D Effortlessly

Attorney invoice template for R&D

today we are talking about payments and invoicing the much anticipated new features that we just launched on Monday we're super excited about um today we're going to be going over how to how to apply for your merchant account uh we're also going to be going over um how to set up invoicing templates so that invoicing is super fast you're able to generate invoices in seconds rather than having to take a bunch of time um we're going to go over how the budgets work we're going to go over how um how our we've changed our business reports to better keep track of cash flow and and everything else now that payments are flowing through Proline uh and then um we'll go over miscellaneous stuff and we'll do some Q&A as well but uh feel free to stop me at any point if you have a question about what we're getting into we'll try to stay relatively on track so if you if you have a question you can wait till the end wait till the end but if if it's you know relevant to what we're doing right at the moment then uh feel free to jump in all right so the new payments functionality is mostly centered around the new billing tab in the projects area so when we open a project go to Project details go to billing and we now have this invoices area and then we also have payments so we have uh payments that we can click over to but we have this invoicing area and this invoicing area is very intimately plugged into our quoting and so you can just create an invoice from scratch if you want to but uh it's going to work best if you are using AR quoting so that you have all this information about what the price that you've quoted to the customer and what they've signed is already there and then when you go to create an invoice um you can and we're going to jump into this how these templates are different but you can have a template that is actually just for the deposit on your quote or balance in its entirety so we'll just make a balance in voice here and so you can see here in just a just you know a couple seconds Proline has generated these line items for the different items that were selected on the quote we can see here the amounts we can change these amounts if we need to if we need to build something different than what was signed for but um it will cause Proline to let us know that it's no longer in sync with what was on the quote and so we can sync that back up we do have that control we can also add uh line items if we need to and so we could add a line item and then even if you need to if you need to deduct um money from what you're billing maybe there was like a damaged flower pot or something it's probably easier to do it as a line than actually change any of these items so you could do like negative $100 for flower pot and so that's that's how that that works and then that now has decreased the amount that is due now on this this spefic specific quote again we're going to look at this on the template side uh this is the entire invoice amount is due but it is possible to send an invoice where you have an amount that is is large but then you don't actually set all of it as due and that's how it works with the deposit so if we do the deposit invoice then it's it's actually the same as if we do the balance but instead of the entire amount of the invoice being due it's only this amount which matches up with what was signed for on the quote so if we go to the quote I think everything's running a little slow with there it is a little slow when I'm streaming to Facebook and recording and all this stuff at the same time all right so if we go down here and we look at what was signed we have this deposit amount here so that's what's matching up on that invoice for the deposit now when payments are made on an invoice they'll show up here and they will count against that balance due and so we actually do allow multiple different payments per invoice so when you actually go to this page and this is the same invoice that your customer will receive when you send it or when you send the invoice they do have the ability to split up that payment across multiple payment methods uh and multiple um and mul mle amount so if they want to pay part of it they can and so that's that's why we have this payments area separate because we're keeping track of all payments in the entirety as opposed to just whether or not in invoices individual I have a quick question for you yeah R so we have sometimes we'll have a customer that will have a small job and they just hey can I just pay you know $100 a month or whatnot is there uh does this Auto is there a place where we can do this like automatically we don't have to be worrying about it just does it automatically or not yeah so like payment plan subscriptions stuff like that that is something that we'd love to add down the road but we don't have right now so but it's it's it absolutely is a great great thought that we have considered uh and So eventually we will have like subscriptions we want to set this up where you can set up recurring invoices for it it'll have to be a whole thing called subscriptions um and that will be kind of separate from invoices so I mean because there's also some people do service plans especially on the commercial side you have service plans that are occurring every month so we will have a system for that that we're going to build later but this as it stands right now is just for one time um One Time payments does this all SN up with quick books as well or no that is a really good question so at the moment we have it where it can sync two QuickBooks through zap here so we have all this data flowing to zapier and and we can kind of hit that at the end and and look at that um and so can be synced to QuickBooks in that way but it is something that's GNA you you're going to have to double check it we are going to have a QuickBooks a direct QuickBooks integration we were going to actually work on the QuickBooks integration um like back in November but we decided first we needed to do this invoicing before we did that because we didn't want to build the QuickBook integration and then have to completely rebuild it again so now that we do have this invoicing in place and the payments now we will be looking at finishing that QuickBooks integration directly so I don't have an exact timeline on when that's going to get done but it is uh it is coming down the pipe now that we have sort of the the foundational data in place um all right so lastly this budget tab is changed has changed and so previously you could put any number into this gross revenue and you could just type it in you do still have control over this gross revenue but this gross revenue is now a sum of your payments and so you're going to have all your card and a payments in here but then you can also add cash um cash or check these are physical cash and check payments financing Insurance other and then account credit is a little bit of a weird one if you put an account Credit in it actually doesn't count towards Revenue this is like if you if you're telling someone hey we're we're doing a $500 um you know I'll put $500 on your account um you know there's multiple reasons why you might want to do that uh and so that's what that um is four but that doesn't count towards gross revenue uh then we have a few additional sort of dynamic lines here in the cost area that're automatically added based on if there are Merchant fees um for card processing or a processing if there are um if there are any chargebacks or refunds all of that gets automatically shown right here at the top of the cost area and so that's that's how this works I want to get in more to set up uh and and setting up your merchant account and then we can we can Circle back if you guys have more questions specifically about invoicing itself I did uh film a demo that goes that's a little bit more in depth on just how invoicing Works um and so that does also go a little bit more in there that's maybe worth watching all right so as far as getting things set up the first thing you're going to want to do is go over to your company settings go to billing and then you're going to jump down here to merchant account now this account has already been approved but uh yours is going to say not started here and there's going to be a button for um app apply apply for merchant account I think it it says or register or something to that effect click on that it's going to pop up a window and you're going to have to fill out some information about about your business EIN number uh account account numbers for deposit deposits all the different information that the the payment processors need in order to accept you as a a merchant and so you fill out that information most approvals as long as there's nothing that needs to get uh adjusted or or needs or more data that's required most approvals happen within a couple hours uh the they can be longer so one thing has has happened is we for one of our um our users that applied yesterday we have had to have them send a voided check a picture of a voided check so that um the deposit account could be verified because it wasn't able to be dynamically or automatically verified so there's stuff like that that pops up that makes it take a little bit longer but uh generally it just takes a couple hours for for that to get reviewed and approved now down below your merchant account area you have your payment methods this is where you're going to disable or enable different forms of payment by default all these are going to be enabled so you can accept credit debit cards AC check and physical cash check with physical cash check it's just displaying instru instructions and so you can edit these instructions and change um how like what steps you want people to take if you are going to accept physical check and cash uh and then I can I'll show you real quick what that looks like on the invoice side so if we go to this invoice we go pay cash or check then you have you have your business address here um and then you have your instructions here and then this will show your legal business name this demo account doesn't have a legal business name that's why that's empty but the legal business name is right here so we'll put our Roofing LC show up um so now underneath payment methods we have card fee handling so we actually are hand we're the settings for card processing fees and the set settings for A and E Che are diff are separate completely independent from each other and so for the card processing fees which are the much much larger fees the ACA check fees are much much smaller um the card for the card processing fees you have the choice do you want to pass those card fees to your customer so it shows up as a as a card fee when they're checking out uh which is the way this account is set up right now and I'll show you what that looks like if we go here and go to p now you can see that a card fee is shown here and it shows the amount of the card fee and so if someone wants to you know use their credit card that's what the the fee is going to be now you optionally rather than adding than displaying it that way as an added cost to the customer you can not pass along fees and if they if you have that set then when you go to the invoice it's going to just show that that amount that is due so in this this case you as the company will pay that fee rather than the customer paying extra to cover it now in addition to that choice whether or not you want to pass it to your customer or not we have some other we have another option down here which is to build the card fee into the profit margin on quotes now this really depends on a few different things uh if you if you are in a market where you feel like you can get away with a slightly higher price it will make it much easier on collections if you don't pass up on the card fees but you build them into your margin this is going to essentially it's going to make sure that your profit margin is protected so whatever margin you put on quotes you will get that margin and prolon is going to add the amount of the card fee the maximum amount of what it could be will get added to have an example of this here it will get added to the margin so an additional 3.2% plus 25 cents will be added to offset card processing fee so you're still technically passing it along to your uh to your customer it's just in a slightly different way and it's built into the total price now you can select that if you don't have it selected then you truly are eating the cost of the card fees if the customer chooses to pay with card but by selecting this you are still passing it along now if you can still build the card fee into the margin and pass the fees along to customers but you don't want to be double charging both on the quote and um when they're going to check out with card so to avoid double charging them for the card fee proland automatically adds a cash discount to all quotes So if we go back and look at that quote now the way that it looks and I'll generate this so you can see what it looks like on the actual quote but we have an additional 3.2% plus 25 cents being added to the margin but then it's also being subtracted as a discount which is visible to the customer and so if you go if we go look at [Music] the uh this this might already be correct let's see yes this is correct so this this subtotal includes the cost of card processing but there is a cash discount that is automatically being added that way you're clearly communicating to your customer hey if you pay with cash you're not going to have to pay this card fee um but if you do pay with cash this is the extra fee it's automat it is going to be taken off so you're clearly communicating that to your customer on the quote which allows you to give the most competitive price while still making that clear and then when they go to check out on the invoice if they choose credit or debit card there's the card fee that's the card fee that was deducted with the cash discount it's added back the discount is removed automatically if they go to check out with card but then if they check out with a or E check it's not there or of course if they're just giving you a fiscal check or cash and so that that is how we break down the card fees and and you you know how you want to to handle those and pass those along to your customer or not now AC and eche we don't have the ability to build it in because that would conflict with building in the card fee it's just whether or not you want to pass it along or not uh we recommend not passing along the acps because most customers are going to uh most most customers are going to be used to paying a and having it be free because that's how it usually is uh a transactions are not free someone always does have to pay for it um but usually in a context of collecting payment from a customer the company is going to cover that a fee now you don't have to if you do want to pass along those fees still you can um but those fees are are a lot smaller than the the credit debit cards and so those are it's it's half a percent up to a maximum of $50 so it will never be more than $50 and for most transactions it'll be it'll be less than $50 so um yeah and so that's how it works with their fee handling and then last lastly here we have your deposits so this is a list of the money that you can expect to receive in your bank account and if you click on these it actually has a a breakdown of and this one is because the demo account is just very empty oh it did pull something up there so we'll have a more detailed breakdown where that money is being deposited should show your business bank account here the date uh ID and and so you have a lot of details here on when you can expect that money to come through all right so that is the merchant settings let's jump back up here into invoice templates and so let's show I want to show how these work so let's start with deposit so deposit for the deposit invoice we want this the invoice name to be deposit we can select a memo if we want to for invoice calculation we want to automatically convert all selected opt up op options and upgrades into line items so if you are using Proline quotes and you have assigned quote Proline is going to automatically build this invoice for you by converting any selected options or upgrades on signed quotes into line items on the invoice this option deduct all project payments this really this has a major impact on how the invoice behaves and so the if this is selected then any other payments for this project even payments not to this invoice will count towards this invoice in most cases you're going to want to leave this selected and I'll I'll talk in a second on why you might not want to have it selected for some invoices but for the invoicing to work as kind of how we intended it as as in a really smooth way and I we'll kind of go over that again here in a second uh you want to leave that selected and then amounts due you can select to have a specific percentage of the total amount of the invoice due or you can select deposits if you select deposits then any thing that has been the deposit amounts on all sign quotes for the project will be put in as the amount that is due on this invoice and so that's what you want for a deposit template then down here you can customize the text message and the email that gets sent when you're sending the invoice including where you want the link placed in these communications and then if you want want Proline to move the project to a specific stage when sending the invoice you can select that here as well and then for a paid invoice you can select the stage when it is paid now we do send emails um when invoices are paid specifically invoice emails and and then we have notifications that can be controlled believe you can control signed or completed invoices look under count settings uh in we have invoice opened uh for notifications but the handling of communication once for payments and for invoicing because it is so sensitive and you know people have to get their receipts um we do currently we don't allow those to be customized just because the risk of like of of having those be sent in correctly is is high so right now you can just control which project we moved to and then Proline is you handling what that communication looks like when payments are completed all right and then for balance this is going to look exactly the same as the deposit one except instead of it being deposits for the amount due it is 100% so whatever is remaining that hasn't been paid yet and again with this selected if the deposit was paid then the deposit amount is going to count towards this balance so this both the balance in the invoice are going to show the total amount for the job which is a really a really good thing because you don't want there to be any confusion about what someone owes you uh so even when they're getting the deposit invoice they're still seeing the full amount due or full amount for the job it's just that it's not fully due yet um but then when you send the balance it's going to take that deposit and count it towards this balance invoice and then we have this other template that and this is these are the same templates that we've loaded pre-loaded into every everybody's account um but you can add additional templates if you want to but we have this other invoice template and this is just this is a more classic like simple invoice like what you'd normally expect um from an invoice functionality and for this template we have other not selected or have deduct all project payments not selected what that means is that when you send this and then for amount do we have 100% And what that means if you if you build an other invoice and you put $100 in it and you send it that means regardless of any other payments for the project or or anything else going on with the project uh that person is going to get an invoice for $100 and they're going to be they're going to be requested to pay $100 whereas if you have this selected it might it might show $100 in the invoice but if there's other payments it might already show that the invoice has been completed so what all that looks like if we go back to the building tab we go to invoices so we'll just pretend this this quote just got signed so we just have just had this new signed quote and you know we're scheduling the job and we need the deposit to get paid before we can schedule that job so we're going to come in here to invoice just kind of clear out some of these that are not necessary we're going to select deposit create it's going to pull in the total amount from that sign quote so you can see the total amount here even though we're sending the deposit it's still showing the total amount that's going to be due for this job but then it's showing that the balance that is due or the total that is due is this amount that was the deposit from the quote so this is what they sign for when they sign the quote it clearly told them this is the deposit that is due and that's what's showing up on their deposit in invoice and you can you can see here already paid this is being deducted because this is selected and so we do in this would be unusual in a real life scenario but because this is a demo we have this $10 payment here under payments and that is being deducted automatically so the total balance due on this invoice is the the 4,372 and then they can complete that and so we have that and then once the job is complete and you're ready to bill for the remainder and let's do this we'll say we'll say that they gave you the 4,372 in cash so we'll go into payments and we're just going to create a cash 4,372 we're going to select that invoice oh we haven't sent it yet so we're going to send this won't send it the text and email we'll just mark it as sent that way we can put payments towards it cash 4,3 72 deposit create so we have a cash payment here and then we can now see that this deposit has been paid so we can see there's a zero balance due invoice balance has been paid now when we go to to go to build a job the at the very end so the project has been completed we're going to bill for the balance for this project we create the balance and we can see here that we have we have the this the same the total being pulled in here and then uh I think there is I think this is incorrect I'm not sure why that says 4,000 I'll have to look into that on the back end but um the amount um is there something else 4,000 here yeah there's something there's something off about that so I have to look into that and why that's happening but this would power invoices do paid so it has the already paid which is the 4,072 not sure why this yeah I think there's just a sync error so I'll look into that um so we have the the the total amount due here is the 26,000 so same as what was shown on the deposit and then we have the already due or the already paid which is the amount that was paid for the deposit and that is being deducted and then there's the balance and so that sort of continuity between the deposit invoice and the regular invoice where there's there's never any confusion about what the total is for the job that's really that's very important and so uh that is that is the way that we built these now if you are using that other invoice template or if you're just creating a template and you're you don't have this deduct all payments project payments from the balance that's where this already paid is going to be zero unless there's payments that have been that have been put directly towards this invoice so if I put $100 in here that's what's the balance is going to be is $100 now if I deduct all project payments from the balance we're going to see that it's going to take into account that 4,000 that's already been paid and then it's going to be going to be zero but if I have that deselected this is now just a standalone invoice that completely ignores any other payments and and invoices for the project all right so um I'm trying to think anything else to go over here before we just go into kind of General Q&A um we did change up how we do our business reports and and we're going to be making more improvements to these very soon as well but uh the immediate changes that we needed to make was adding in a cash flow area so we've really split up our business reports area to now marketing which is focused on leads sales and then cash flow and then we have this little info area in the in the corner where you can hover and see how like what each box how each box is being calculated and what it what it represents um and then of course that cash flow is going to show is going to tell you the total amount collected net revenue which is going to be the same as total payments minus refunds chargebacks and Merchant fees and uh and then also things like open quotes sent quotes accounts receivable all of that is now trackable in here as well all right I think that covers everything that I was going to cover today do you guys have questions um what's next on the timeline AJ what's coming next um I have some smaller stuff to work on the remainder of December kind of clean up stuff um I've had a lot of requests for CSV exports on the business business reports so I think one of the next steps will just be to add a button here to export the data the raw data that we're using to calculate the business reports as CSV files so that people can pull it into Excel and do you know more advanced analysis on it uh that's one thing that we're working on uh QuickBooks is is something that's high on the priority list now that we have payments in here people need to be able to sync all that back to QuickBooks so short run zap year will be able to can be used to shoot that into QuickBooks but long term we need a direct integration and then still still looking forward on Multi simultaneous campaigns is still something that's that's coming up soon um to kind of allate some of those situations where you have you need to run two campaigns at the same time for the same project so I guess I have one other quick question I guess um and I'm totally losing my train of thought here at this point Uh crap it'll come back to me just go to somebody else for now no worries oh I remember what it is price lists are we gonna have a way that we can like take a price list from A supplier and like use that to actually build out these s proposals and templates and things or not so much so we have the price list that's in the quoting tab inside of our company settings is this what you're referring to or you asking about something else yeah but do we have a way that we can basically take our Real Time pricing from A supplier upload it directly there without needing to go through and like manually change each item one by one um because like on the big thing with that is like I don't use like the only thing I use from certain teed is like their their Road Roofing I don't really uh mess with anything beyond that um like cleaning so oh go ahead I uh like I'd like to just upload a price list that's actually specific to you know my business and like what my pricing actually is and without needing to like manually go in and you know enter each of these line items and things you know but so I was just asking is there a way that I can do that or is it pretty much just manual at this point it is manual and and that's not something that we have any ability to control so the problem is that the suppliers intentionally like those pricing sheets they put out are intentionally set up so that they cannot be parsed into a computer and like they they've actually actively built those to be non like to not be able to do what you're asking which is really frustrating for us because I'd love to be able to just have a place that you just upload and it just updates everything right and that would be a that would be possible if they put those out as like Excel documents or if they had open apis to stream that data but they they're very sensitive about their pricing and so they they they've intentionally made those hard to share hard to um to parse into a computer uh the only the only other option is is for us to have a direct integration with a supplier and so you know some other some crms have that the problem is you can only do that with a single supplier because all the suppliers are super competitive so you know unless you use that same supplier that your CRM is integrated with you won't have that sync uh and then of course if you're using more than one supplier because you know you buy some from this supplier and some some stuff from the other supplier then that's now again completely useless and you still have to put it a bunch of manual effort into it so this it's really it's a really frustrating problem that we have tried to solve but unfortunately there's just no way around manually manually keeping track of your pricing yeah um sounds great so I have I like I don't want to put this out out I don't want to say this is something that we are gonna have because it's extremely unlikely that this will ever work but I do have a buddy here in Atlanta that's working has a AI company that they're working on um parsing documents with AI so they're turning turning PDF documents into like Excel sheets of data um and so I've talked with him and I've sent him some some sort of examples of pricing from different roofing suppliers um and the the thing is it's it's it's hard it's a t we would need thousands of price sheets to to possibly do it and he was saying that it's still the way they have these set up is intentionally like going to trip up an AI um and then and then on top of that it's an extremely costly Endeavor to go down and so yeah it's it's something that we just sort of tabled because it's just it'd be such a huge undertaking to try to make that work but it is something that maybe possible down the road um because it is it is a frustrating problem so all right um any other any other questions yeah I have one AJ um so with us we do the deposit um either the day materials are dropped or the day we start work and so with that to get that first payment before the work starts or the day of um when it's in a job scheduled campaign are we going to want to just make one invoice with the total contract price in there and then build them for 50% or 30% or whatever we want and keep that first invoice show that to carry over what they' paid so far and then send them the balance after because I obviously missed this first half so sorry about that yeah no worries this is all recorded so you're going to be able to to review that first half but I'll go over that's it's good to go over that in more detail because I didn't cover in too much detail so the for the specific situation you're talking about um in your templates and this is is the way it's probably already set up right now I believe but you're not going to want to have any in send invoice stage select to just leave that as it is because you don't want to conflict with that job scheduled campaign you do have a job scheduled campaign right right um I would go into that job scheduled campaign potentially if you want to and just put in in those sort of final messages leading up to the project or you potentially might want to add another message and just say hey don't forget to pay your invoice um you know we and let us know if we need to resend it or or some of that some language in there that might help with making sure those get paid um but I wouldn't start any new stage here and then of course with the balance you should be fine though you should when you send it you should be able to have invoice sent here and then you can add a campaign to invoice sent if you want to we do have a template for collections um that you can use and so you can add a campaign there if you want to to remind people to pick pay the invoice now as far as actually like the process of sending the invoice then the way the way that would work is you would go to new invoice deposit uh and then well so first of all do you guys do you guys already add the deposit into the the quote um like when they're signing the quote are you guys I can't remember if you guys are using R quotes or S quote yeah we're using Proline quotes now and so the terms and conditions the very last line is 50% deposit on total contract amount because we don't know what that's going to be because of good better best and all that so whatever the total contract amount is 50% of that is due first day or delivery materials so um we actually added fairly recently this deposit feature so you can still have it in your terms and conditions but you can also just say 50% yep as the deposit here and then when they go to sign um let's generate a new quote here yeah that's what I do I put that 50% oh you have it there yeah okay but I also have it in terms in conditions so we can go back and like here you go there's the line the where it says perfect question yeah absolutely yeah that's that's perfect so you're already good there so once it's signed it has the deposit uh and that that deposit invoice template's already set up to pull in that specific amount d so we can go in here the yeah the way that we set this up and and we John and I put a ton of thought into this because a problem that he's had that I've heard from other other roofers as well is they send the deposit invoice for 4,000 5,000 whatever and I don't know if it's wishful thinking or just you know not being not fully like thinking through through it but people pay the deposit thinking they're paying for the entire roof and then when you send the full invoice later they're like hey I thought I already paid for the roof you know it's just it's just confusion it just slows down that whole collections process so the way that we built this was when you send the deposit it is showing the total amount due for the roof okay it just has a part of it that's currently due and that that in deposit template is going to pull in the amount that was from the sign quote so and it's automatically accounting for you know what good what options get selected what upgrades get selected and so it's going to pull in the total deposit that shows up so it will show up on your quotes here so it'll show up here under quote total so it'll have deposit for you it'll say 50% and then it'll have that amount here for 50% that's going to match up perfectly with what is shown on the deposit okay and then um and then you you would send this and this would not trigger any stage movement they would pay this and then when you send that balance invoice it's going to have the same total here right but it's going to have this already paid so this amount for the deposit has already been paid and so the balance due is going to be the total for the job minus the balance and you can still modify this balance if you know example I gave earlier is like you broke a flower flower pot and you you want to give them a hundred bucks off or something like that put flower pot negative 100 and boom now you've accounted for that on your balance invoice and that doesn't doesn't change anything about the deposit or the deposit invoice that's totally fine um but so you can still modify this but you know if if you don't modify it is going to perfectly match what was on the deposit plus but instead of instead of just a deposit amount being due the full amount remaining would be do okay does that answer your question yes uh another thing I thought of was change orders so change orders are obviously unforeseen but need to be handled like immediately so I was thinking this other invoice template we could use that as a change order invoice like outside of the total contract amount and it would be this change order represents you know redecking the entire roof or whatever that is then we can kind of like Sid step the total contract amount with that but how do we kind of link it together so it's like uh kind of inclusive with everything too is that possible or is that there's a few different ways to handle it um and I'm time will tell on how companies will end up handling this um and so I'll you know probably in six months I'll be able to tell you this is the right way to do it uh as of right now yes you could just use that other so if you wanted to so if you wanted to immediately charge for that change order order amount uh say between the deposit in the invoice so you you've done you've sent the deposit they paid the deposit but there's a change order that needs to get paid prior to the completion of the job yes you could send there's there's a couple ways you could do it you could you could bill for the balance but then change uh you could change the amount due so instead of the entire invoice being due you could add a line we'll say like you know we'll just call this change order we'll put $1,000 um and then so this is just an extra unlined line it's not associated with anything on the quote um and then we don't need the full balance to be due what we want is we want the already paid amount which is 11372 which is the deposit plus $1,000 so we'll say five and so this this would leave a balance doe of a th000 that's a little bit of work um you could do that or if to keep things simpler yeah you could just do other and then now this is an independent invoice that you can send you just put a $1,000 it's independent of the other payments that were made the other payments that were made for the deposit um and yeah so you could just do that um the main thing I think where this is going to get complicated is you do still when you charge the deposit you need to make sure that ,000 is still on there so this that's one way to handle it now the other thing that you could do to make things a little bit more um a little bit more complete is you could actually create a template I don't have one in this demo let's do one real quick so we could have a template a quote template I think actually we do have this in our newer accounts so the new Proline account being created I think have a change order template so call this change order and the only thing we're going to put in here is we're just going to put an option for change order of course this could be customized a lot more um and maybe we want to put text in there to sort of give more of an explanation but you go in here go to quote create a change order so we're creating a change order quote now this quote doesn't have a signing page so it doesn't need signatures a signature um we can add a line item here for I wonder we have an other yes so like other material and we could say we would put this is you can customize this however you want how much you want to charge per item just say it's $1,000 one or if you want to do $1 time 5,000 however you want to do it so this is a thousand change order and we didn't this need to be a change order now you can send this uh you can send it for approval um or you can we just added as part of invoicing because we are anticipating this might be what people want to do you can just hit approve so you have have this change order you can send it just like you would a normal quote um if you want to you could also have if you want to collect signatures on change orders you can do that too so you can send a signature page for sure um but we added if there's no signature page you can now just approve it so internally you can improve approve a a quote without a signature um and so that's now an approved so this one says sign this one says approved because there's no signature for it um so you have an approved ch change order now when you go to create that balance invoice it's going to have that change order on it okay so that and I wish I had like a clearcut like this is how you do change orders um but I think there's there there was like three different ways to do it there I would just pick the one that makes the most sense for you I think if you want to be the most squared away on it the the way to do it would be have a quote template for change order even maybe even with a signature so you get the signature from them for the change order um and then so treat it like a secondary quote and then the invoicing is going to basically handle it automatically if you do it that way because it's gonna automatically add that change order for that uh for that balance okay so makes sense yeah all right any other any other questions I went up on an hour that's it for now for me Elizabeth when an invoice is paid and we get that pay payment on that right side there um does that receipt get sent to them too automatically when they pay that yeah yes yeah automatically so we we don't allow any customization of that right now PE Line's handling that since it's pretty sensitive but yeah we send a PDF receipt um you can also access the PDF receipt here as well so this is the PDF receipt that gets sent to the customer um and then there's also if it is a card or a transaction you get a lot of data here this is a lot some of this down here is just for like troubleshooting in case there's any issues so we'll probably hide that down the road but right now we want it visible and then if you would need to do a refund you can do that in here as well um the there are there are notifications for um in place for when invoices get paid so you you'll you'll know that know that happens as well um and then it will also show it will show in yeah so it'll show stuff in the activity feed as well um Ryan were you the one that was asking me about the gross revenue yeah because before we could manually enter that that's the total contract price that we signed so we put that in there and that's what Prine was using to generate gross profit and margin below you know because we manually enter materials labor or whatever else yeah so this is kind of the gross revenue is like almost post the job but I was trying to use it as a way to track and and like yeah track all that stuff but yeah it happens after we receed the payment then it's like that's that's real world but it's like um just kind of visually the way some people manage stuff to see it after the fact is a little sometimes a little too late I don't know you would like to be able to do have like a pre versus a post budget is that kind of what we're asking for yeah and like when we do an order in Prine does what we've labeled a line item material and a line item labor does that get set separated down there in the budget because I think I've done a couple and it hasn't translated down there it's only showing gross revenue yeah so this is still editable uh and this is something that you would have to fill out at the end um we're we may have some automations in place where it's like once everything goes down like based on whether you marked it labor or or materials it automatically fills that out but um as of right now it doesn't so it is it is automatically filling out this and it's filling out uh we have some extra costs that are being added for like Merchant fees and stuff like that so that's getting added automatically but these you do have to fill out at the end uh and the reason the reason that that we do it that way is is because your material cost may not be what was on the quote right you might get a deal or something with the supplier and so this might end up being different same thing with labor or commissions like this is this is at the end of the day you're going to have to this is the the PO very much a post job budget um one of the things that's that would be really great that John and I have talked about would be to have just like under billing we have this invoices and payments basically having three tabs two or three tabs up here so we have post job this is really the post-job budget then having a pre-job budget where it showed um the quoted maybe the quoted number so like um and having those breakdowns at different points in the process would be really would be a really good feature right now this is very much a post chop budget now the number that you you were looking at before where you wanted to know um sort of the antici you wanted to anticipate what your Revenue might be from a from a a project we now are automatically generating that based on the quotes So if you go into and I think I already set this up in your account I think I went in and changed it and updated it because I knew you using it that way so for we'll say for one so this is is still revenue or gross revenue but we can go in here and change it so we go to stages one snip it so we have actual Revenue that needs me change the gross revenue that's what that is gross revenue we have open quotes signed quotes and accounts receivable so open quotes is what you were really using it before or sorry no at this stage it would be it would be approved quotes So we go back to stages so approve or sign quotes is this is contract value so this is the signed contract value for the specific project um open quotes is going to be the minimal minimum possible value of the open quotes on the project so if you have if you have a if you have a good better best option with some upgrades it's just gonna just going to show show the value of the good option the lowest cost option with no upgrades so that's what's going to show there so that's if you wanted to display that maybe in your sales followup if you prefer that as opposed to the next automation step you can do that um and this so this data like we're calculating all this in the background and so it can be displayed here one of the things that is on our list is to have is to display more of that data inside of each project so to have an area and like a a pre and a post job budget would be a great like a maybe a post job pre-job and like post sale like a postale or pre-sale pre-sale pre-job post job um and having like a pre-sales budget where it shows open quotes and then a breakdown there um or yeah something to that effect so we want to to show more of that data in here um but you do you are able to expose it underneath the snippet for right now okay all righty one of the things I thought about last night was so if we so if we move left to right we measure we enter the measurements for the job we build a quote we sell the job we build an order for the subcontractor let's say it's gutters and we send the order to the the gutter crew the job's over I'd like to pay the gutter crew so can we do outbound payments from here and directly link that order and just say pay all line items or you can adjust them if you underestimated 10 feet or something for gutters and then send it outbound like that can we do that with rainforest I would love to I would love to uh we we actually can so rainforest as uh they they do support that um and so we're we want to add that that would be super cool in fact one of the things that John I've talked about is uh it they wouldn't be we wouldn't have uh W2 but having all contractors get paid directly through Pro one so it's you could have the sales reps get paid directly automatically calculate commission just pay them with a click of a button um pay pay you know your Crews all that that would be amazing I would love to do that because you know that there's there's Fe there's fees that we can collect on that so yeah we would love to add that at some stage don't have it right now it's a pretty big feuture ad but we had another question ramir was asking earlier was about um subscriptions so that's another thing that we would love to add is the ability to put and you know not everyone does that but he he was specifically talking about in the the format of a payment plan so if someone's you know someone can't pay the whole balance like setting up a payment plan for certain number of months or something like that um which is something we'd love to add Andor like service subscript or like yeah maintenance subscriptions specifically in like for commercial those are really big uh and then of course and then paying outbound payments all that would be all that would be very very cool we'd love to love to put that all together just going to take some time cool thanks thanks for the feedback and questions any other any other question questions Romero John oh no I'm good thank you but well one question I did have was uh I haven't actually taken the class for how to use your quote your quotes page but um is that something that you can sign me up on yeah absolutely um is Edward still in here I'll I'll make sure it gets sent to you it's it's on our YouTube um and uh so are you specifically looking you want to see the video on how to set up the templates or are you looking for more I'm with I'm with sum right now but um I'm not very happy with them so I'm trying to see if I can just swap uh Edward's trying to swap me over to Pro Line so yeah just need know how to set up and move forward yeah absolutely so I can I'll make sure that gets over to you um okay and uh yeah there's two videos one's more of like how the quotes work and then one's more like how to set up the templates like how to set up price lists and all that stuff so I'll make sure both get sent to you okay great thank you absolutely all right I think we'll we'll wrap things up