The work is done. Now it needs to be invoiced, and next month it needs to happen again without you rebuilding it. Here is the money, in the order it happens.
Write down what you offer and what each one costs. Every proposal after this starts from that list, so you stop quoting from memory.
Your client sees what's included, what it costs, and signs. You both know the shape of the work before anyone books a car.
The terms ride along with the proposal, so the things you don't want to argue about later are agreed before there is a later.
The invoice comes from the proposal, so nothing gets retyped. Your client pays by card, or through the Venmo or Zelle handle on your profile, and you mark it paid.
For the client you see every month, set it once. The invoice goes out each month without you writing it, and you find out when it's paid.
No. Card payments run through Stripe, and you connect that once. If you bill by Venmo or Zelle, put the handle on your profile and the invoice offers it, with the amount and memo filled in on Venmo. You mark it paid when the money lands.
No. The proposal is a link. Your client opens it on a phone, reviews what's included, and signs.
Yes. A proposal can collect a deposit when it's signed, and the invoice at the end credits it.
It creates and sends the invoice on the schedule you set, from a template you wrote once. Payment works the same way as any invoice.
Proposals, contracts, invoices and retainers are on every paid plan. The paperwork is table stakes; the closet and the lookbooks are the reason to be here.