Proposals features
By Anchor1 author11 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
- 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.