When you create a proposal and hit get calculation, you'll be presented with the monthly and one off totals for the proposal.
What does everything mean?
We are strong advocates of monthly billing but in some scenarios you might want to charge annually, for example if you are completing a previous years work.
Decide whether you want to bill monthly or annually using the 'Billing cycle' button.
Fees in the proposal
Dictate whether you would like to show totals only or a full breakdown in your proposal.
Use the eye to demonstrate which line items the fees are coming from.
The symbols besides each section let you dictate whether you want to display totals only or a breakdown of fees for each section. Find out more about this here.
If your proposal is dated less than 12 months and you are providing services such as Annual Accounts & Corporation Tax Returns or a Directors Tax Return that are calculated over 12 months an alignment fee will pull through.
This ensures no money is left on the table, everything is accounted for and you are being paid exactly for the work you are doing.
Clients can either then choose to pay with an upfront one off payment, or split the cost of the remainder of the months you'll be providing services for them.
If you have any questions, please reach out to us! 😃