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Proposals and invoices.

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A proposal asks your client to accept items at a price.

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Check what you’re proposing; each item shows if it’s already on an order or an invoice.

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The draft holds the lines, with prices you can adjust, and your words to the client: an introduction, terms, and a deposit if you ask for one.

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Send it, and the client accepts it at a link.

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Their questions come back to the proposal, and you reply there.

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Invoice from the very same items.

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Anything already invoiced says where, so nothing is billed twice.

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Or start a blank invoice for your fees.

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Each invoice keeps its payments.

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Record a check or a bank transfer, or apply a deposit the client has already paid.

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Prefer to send it yourself?

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Download the proposal or the invoice as a PDF, and email it from your own address.

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Your client never has to hear from PortSpace.

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If your firm doesn’t bill through PortSpace, switch pricing, proposals and invoicing off.

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Each item keeps a budget price, and the project budget stays.

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That’s proposals and invoices.

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More videos: portspace.io/videos