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After acceptance

What gets created, and when​

At acceptance: the agreement, if you attached one, and the invoice, if the proposal collects payment. The client's choices lock at the same moment.

Once the client has finished signing and paying: the booking, if Create a booking was on. It's created confirmed, not pending, because the steps that would have confirmed it are already done.

Your counter-signature isn't part of that sequence. A contract sitting at Signed waiting on you does not hold the booking up.

The booking becomes the workspace​

From the moment the booking exists, it's where the job lives. Open it for the session details, the documents, the invoice balance and any further payments. The client's link takes them there too.

The proposal stays as the record of what was offered and what was agreed. Its Documents section links straight through to the booking, the contract and the invoice.

Where the invoice lives​

There is one invoice, carrying the full total and the payment schedule you set. The first payment is what acceptance asked for. Later payments sit on the same invoice.

While the proposal is still the client's home, they pay from the proposal page. Once the booking exists, they pay from the booking. Either way it's the same invoice. You'll find it under Payments → Invoices.

What needs you​

The banner at the top of an accepted proposal names the one thing to do next and whether it's your move:

  • Payment to review, when a client has submitted proof of a manual payment
  • Your signature is needed, when the client has signed and you haven't. The button beside it reads Counter-sign contract
  • Agreement needs attention, when the contract can't proceed as it is

Your Home screen also lists N contracts waiting on you under Needs attention.

Counter-signing​

Open the contract and press Counter-sign. It becomes Completed, which is the version both parties hold, and your client is emailed to say the contract is fully signed.

Worth doing promptly. Your client can't download their PDF until it's complete, and a contract sitting at Signed is one where only they have committed on paper.

Payment​

If they paid by card, it's recorded and the invoice updated. If they paid manually, it's waiting for you to confirm. See Reviewing payment proof.

Cancelling an accepted proposal​

You can cancel an accepted proposal while the client still has steps outstanding and no booking has been created. Cancel proposal is in the three-dot menu. The client can no longer complete it, and any signature or payment already taken stays on the record.

Once the booking exists, the proposal is done and the booking owns the job. Unwinding it from there means three deliberate steps: cancel the booking, void the contract, and cancel or refund the invoice.

That's the right way round. A one-click undo on something a client has signed and paid for would be worse than the inconvenience.

Proposals that don't get accepted​

Declined, expired and cancelled proposals stay in your list, and the one action each offers is a duplicate: Duplicate proposal on a declined or expired one, Duplicate on a cancelled one. It opens a fresh draft pre-filled from the original. Nothing is created until you save, and the original is left untouched.

Worth reviewing occasionally​

Your proposal list is a decent picture of how you sell. If nearly all of them are accepted, you may be pricing under the market. If most expire without an answer, the problem is usually follow-up rather than price. Reminders will do more than a discount.

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