Proposals features
By Dani1 author12 articles
Optional servicesLearn how to set up optional services in a proposal in Anchor
Automatically approve out-of-scope chargesTired of chasing approvals for your invoices? Wish they could just process automatically? Here’s how you can set it up.
How to prorate the first payment for a serviceA step-by-step guide to calculating prorated payments
How to Split Service PaymentsNeed to bill one payment upfront and the remaining when the work is done? Here's how you can set it up.
Introductory Video
Automatic yearly price increase
Limit the Number of Billing Cycles for a Recurring ServiceNeed to set a cap on billing cycles? Here’s the quick guide
Accountant AccessLearn all about Accountant Access in Anchor
Conditional discountsLearn how to create discounts that apply only if the proposal is signed within a set timeframe.
Setting an expiration for a discount
Start billing on a specific dateControl when automatic billing begins by setting a specific start date- whether for future services or catch-up billing.
Setting when billing starts for an automatic serviceUnderstand the different options for setting when a service starts billing and how each option affects invoicing.