Invoices

• ·Three kinds of invoice. Project invoices are the payment stages for a website or branding job (the deposit is drafted for you when a client accepts a proposal). Aftercare invoices are the monthly care plans, drafted for you each month. Recharge invoices bill back costs you paid on a client's behalf, like domains or hosting, made from their “Owed to us” card.
• ·How each one moves: Draft (only you can see it) → Sent (emailed, waiting for payment) → Paid. A sent invoice past its due date shows as Overdue, so chase those first.
• ·Nothing goes to a client until you press Send. Tick several to send, remind or mark paid in one go.
• ·Payments by card, Direct Debit or Xero mark the invoice paid on their own. Bank transfers you mark paid yourself.
• ·Cancelled invoices are kept at the bottom, folded away, and left out of every total.

1. 1DealSomeone's interested. Tracked on the Pipeline, from enquiry to won or lost.
2. 2ProposalWhat you'll do and the price options, sent as a link. Written from a deal.
3. 3ContractThe services agreement. Drafted for you when they accept the proposal; they sign, then you countersign.
4. 4ProjectThe work itself, kick-off to launch. Started for you when they accept the proposal.
5. 5InvoicesPayment stages (50/50 or 50/25/25). The deposit is drafted when they accept.

Every deal, proposal, contract and project page shows this same journey at the top, with links between them, so you can always see what's linked and what's next. Packages & prices is where the packages and prices for proposals and extras come from.