Receiving requests for information (RFI) and proposal (RFP) can be processed first by submitting customer information through the Leads Form located here. Most government RFI and RFP forms have requested formats.
A new estimate is automatically created and notifications are sent after every estimate request submission. The notification to you will provide a link to this new estimate; allowing you to review, update, and send the estimate to your prospective client without having to communicate via email.
An invoice is automatically created from an accepted estimate for the contract. By default these newly created invoices are not sent to the client, instead you will need to review them before sending. Your notifications are meant to be setup to help review, mark, and send them out quickly.
FAQ Invoice System
Where do I start?
How well am I doing?
The Reports Dashboard should key you on how well your’re growing your business. There are reports for the estimates, invoices, payments and clients available for filtering and exporting.
Clients & WordPress Users?
Clients have WordPress users associated with them and clients are not limited to a single user either. This allows for you to have multiple points of contact for a company/client.
What are Predefined Line Items?
Predefined line-tems help with the creation of your estimates and invoices by pre-filling line items. Create some tasks that matter to your business before creating your first estimate or invoice and you’ll see how they can save you a lot of time.
Can I import from X service or WP-Invoice?
Yes! WP-Invoice, Harvest and Freshbooks importers are now available.
I need help! Where is the support?
We want to make sure using Sprout Invoices is enjoyable and not a hassle. Sprout Apps has some pretty awesome support and a buddingknowledgebase that will help you get anything resolved. Support and documentation is limited for this free version.