Services (Basic): Add to proposals

With the Services feature, you can create itemized proposals and engagement letters that clearly outline what your clients will be charged for. Services in proposals could be used either as a price list or as a part of invoicing.

Add itemized services without creating invoices

You can add a price list of services to your proposal. An invoice can be created based on the list of services at a later point:

1. Click  New at the top left, select Proposal. Or go to Templates > Firm templates from the left menu bar, select Proposals & ELs, and click Create template or open an existing one.

2. Go to the  Services & invoices step and select the Add itemized services without creating invoices option.

3. To add services in the  Line items section, click the + Line item, select a service or create a new one. Click Discount to add a line with the discount.

Here are more details on line items fields:

• Description: Add the description of the service if necessary. If the description is too long, you can split it into paragraphs by pressing Enter.
• Tax: Check the box If you need to include tax rates. 
• Rate: Specify the tariff or rate applicable to the services specified in the invoice. If you change it in the proposal, it will remain the same for the service itself.
• Qty: Change if the number of services you provide exceeds one (the default value).
• Amount: Value is specified automatically by multiplying the rate by qty. You don't need to change the default value if you include only one service.

You can manage the following columns (Service date, Description, Tax, Rate & Qty) by hiding or adding them to the invoice. Click Settings and check/uncheck boxes. 

4. Once the proposal is signed, you can create and send an invoice with your listed services.

Go to Billing > Proposals & ELs from the left menu bar and click the Create invoice link in the Invoicing column of a necessary proposal. Or, click the three dots to the right and select Create invoice.

Note: You can’t add services to proposal line items if clients have already signed a proposal.

Add services along with invoices

To send proposals containing services along with invoices, follow these steps:

1. Click  New at the top left, select Proposal. Or go to Templates > Firm templates from the left menu bar, select Proposals & ELs, and click Create template or open an existing one.

2. Go to the  Services & invoices step and select the Add invoice or ask for deposit option.

3. Add services as invoice line items in the Line items section. To find more, go to the detailed instructions above.

4. Once the proposal is signed, an invoice containing all services as line items will be automatically issued. 

Where can I find services linked to my prior contracts?

Before rolling out Proposals & ELs, TaxDome offered you Contracts with functionality on linking services. All your previously created contracts are converted into proposals and all linked services are in place. You can see them as line items in the Services & invoices proposal step.

• If you created a contract previously and it was signed, both you and your client will see the linked services as line items.
• If you created a contract previously and it's still pending, both you and your client will see the linked services as line items and you will be able to edit/remove/update them by editing a proposal.