Proposals, Invoices & Payments
Prepare proposals, track decisions, issue invoices, configure payment collection, and keep commercial activity connected to customers.
What this service does
DeskGo commercial workflows help teams move from service requirement to proposal, invoice, payment, and reporting with less manual coordination. Keep customer, service, and payment context connected throughout the process.
Who it is for
Agencies, consultants, field-service teams, and other service businesses that need repeatable proposals, billing, and payment follow-up.
Recommended setup
- Configure business identity
Add company details, invoice numbering, tax or payment settings, branding, and authorized owners before sending documents.
- Create reusable content
Prepare proposal sections, service items, terms, payment instructions, and invoice templates that match the company process.
- Connect customer context
Link proposals and invoices to the right customer, service, booking, owner, and commercial stage.
- Test approval and payment flow
Review document visibility, customer actions, payment status, notifications, and reconciliation responsibilities.
Main workflows
Proposal lifecycle
Draft, review, share, track, revise, approve, or close a proposal with clear ownership.
Invoice workflow
Create invoices from the right customer and service context, then monitor status and follow-up.
Payment visibility
Review configured payment events, deposits, balances, and related customer activity in one place.
Important controls
Document templates and company branding
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Authorized approval and sending access
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Customer and service relationship context
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Payment settings and reconciliation ownership
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Frequently asked questions
Can proposals be used without bookings?
Yes. Proposals and invoices can be used for customers who do not come through the booking workflow.
Does DeskGo automatically decide tax treatment?
No. Tax and payment settings must be reviewed and configured by an authorized company user for the business context.