Proposals & invoices

This category covers the money side of a job, from the quote to the payment. The proposals article walks through the Proposals area under Win Work, which tracks what is in progress, sent and won. You will see how to draft a proposal from a brief or a voice note, set pricing and defaults, send it as a branded link, and follow what happens once a client accepts. The invoices article covers the Invoices area under Deliver Work, which shows what you have sent and what is still owed. It explains creating an invoice, billing tracked hours, handling deposits, tax and discounts, applying your branding, saving a PDF and keeping track of anything overdue. An accepted proposal sets the project up for you: client, project and tasks, ready in Deliver Work.

The product pages for this part of MonoDesk are Proposals and Invoices.