Proposals, contracts and payments
Send a proposal the client accepts on their phone, get the contract signed and the advance paid, and chase the rest.
Proposal and contract
- From a job, create a proposal: up to three options side by side, a package per function, and add-ons the client can tick. Send the link by WhatsApp or email.
- When the client accepts, the contract is made from the option they chose and they sign it online. The dates are booked and the advance is invoiced.
Invoices and the payment schedule
- Invoices carry your GST or VAT and are numbered per year. The payment schedule (advance, before the shoot, before delivery) issues each invoice when it falls due.
- Connect your own Razorpay or Stripe in Settings → Integrations so every invoice has a pay link and is marked paid by itself. Cash, transfers and UPI can always be recorded by hand.
- Optionally hold full-size downloads until the balance is paid.