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 (price list) 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.

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:

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.

Hide or show columns for services

You can configure the columns displayed in the services line items: hide or show them. Click Settings at the top right of the Line items section and manage the checkboxes in the following columns: Service date, Description, Tax, Rate and Qty. Note that these changes refer only to the current proposal or template.

To make the column preset apply to all proposals, not just a specific one, configure the desired ones in Settings > Billing.

Note! If fields (e.g., Description and Service date) in the line items are empty and you didn't hide these columns, they will automatically be hidden from the proposal. There is a different logic for the Rates & Qty and Tax columns: you should hide them in Settings so they are not displayed in the proposal, even if the value is set to 0.

Find proposals with specific services

You can quickly find proposals that contain specific services. Go to Billing >Proposals & ELs from the sidebar menu, click Filter, select the services next to the Services filter, and click Apply. Once the filter is applied, the list of invoices is narrowed.

Update rates and other service details in proposals and proposal templates

The way you update service details depends on whether you are editing a sent proposal or a proposal template:

For sent proposals, you need to edit a proposal you want to change.
For proposal templates:
- If you need to make changes only in one or some proposal templates using the service, you can edit the template.
- If you want to edit all the proposals using a service, you can edit the service and select the checkbox to update all the templates where it is used.

Find services linked to your 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.