Streamline Your Invoice Agreement for Customer Service

Invoice agreement for Customer Service

you'll be shocked with how simple it is to send out a contract and invoice to your client with dubsado the faster you can get everything out to your leads the faster you can get them booked and dubzado is here to help you do that starting from your dashboard let's head over to the projects page where you'll manage all of your clients in projects we'll cover this page in more detail later but for right now let's jump into this sample project the next thing you're going to do is change the sample client's email to your own email this way once you send the contract and invoice through this project it will land in your inbox so you can see things from the client's perspective also if you're on a trial with us doing this will keep you from using one of your three trial clients for testing things out first we'll make sure we have an invoice ready to go click on the invoices tab at the top and then click add to create a blank invoice once it's created We'll add a line item to the invoice for one-on-one coaching services we'll add a nice little description for 10 sessions set the quantity to 10 then set the price to 100 dollars and then click add item you'll see the invoice total show up at the bottom and if you just have one off sessions or services to charge for you'll put the quantity to one here all right perfect next we'll add a payment plan a payment plan is how you can set due dates and add automated email reminders to your invoice we'll talk more about these later in the series but if you're tired of late payments these will be a game changer for you but for now we'll just add a 50 50 payment plan to this invoice half due after they sign the contract and the other half due two months later now for those of you who just want to get an invoice out to the client quickly you can click send via email you'll see the email composer pop up next and you see this button in the body of the email that links directly to the invoice feel free to give this email a quick edit if you like then click Send when you're ready now that we have the invoice created let's add the contract into the mix to demonstrate this we're just going to use a sample contract that comes in your account later in the series I'll give you a template to put your own contract info in but right now the sample contract will work just fine first we'll grab the sample contract in the top left corner this is where your contract will live in the project once we choose our sample contract you'll see a preview modal pop up when I click add dubzado makes a copy of the contract template and adds it into the project so now if I want to make tweaks to this contract I can do so without affecting my base template but because we're using smart fields in this contract and they're pulling over invoice details automatically there are no edits needed so let's go ahead and click Send same as sending the invoice you'll see the email composer pop up with a button linking to the contract you can send the contract by itself just like we did with the invoice but if you want to send them together here's how you'll do that down at the bottom click the list icon this will bring up a list of all the items that are in this project click the plus button to add the invoice to this email and then click send to email both the contract and the invoice together you see how fast that is now what if I told you I can speed the process up even more for you in this video you saw me manually add my services to the invoice well that can add up quick if I'm doing that for every single client in the next video I'll show you how to add your services and products into dubsado so that it saves you time when creating your invoices I'll see you in the next video