Hello,
I have a client proposal smart file and would like to be able to include a proposal page that shows the proposed costs vs. an invoice. We do not typically produce a client invoices until after the client approves the proposal itself.
This proposal would look much like an invoice except it would be titled “Client Quote”. Once the client approves the proposal, THEN we would send over an invoice for the client to pay.
At this point, I am not interested in HB’s invoice or payment options as I have much better credit card and ACH rates then HB has, plus the payments show up in my account in a day or so vs. upwards to a week as mentioned.
Thanks,
Rick
