Ivorey Helps Women

SEND PROPOSALS & GET PAID

WATCH A BEHIND THE SCENES WALKTHROUGH OF PROPOSALS & INVOICING

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  • Send beautifully branded proposals with built-in contracts

  • Offer one-time or recurring payments with automated invoicing

  • Let clients review, sign, and pay in one seamless flow

  • Automate reminders, follow-ups, and overdue notices

  • Track viewed, signed, and paid status in real-time

  • Connect payments to pipelines, workflows, or calendar bookings

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Frequently Asked Questions

ABOUT PROPOSALS & INVOICING

Can I automate sending invoices after a proposal is accepted?

Yes! You can set invoices to automatically generate, send, and collect payment once your proposal is signed.

Can I offer payment plans or subscriptions inside proposals?

Absolutely. You can set up recurring or one-time payments, apply discounts, and even enable auto-pay for future invoices.

Can I track if a client views or signs a proposal?

Yes, Ivorey tracks the full progress of every proposal and invoice, including viewed, signed, paid, and overdue status.

Can I collect Stripe processing fees on invoices?

Yes, you can automatically add processing fees to invoices to cover your Stripe transaction costs.

Can I add my ABN or tax info to invoices?

You can fully customise the business info on your invoices, including tax IDs, notes, and terms.

Can I send an invoice without using a proposal?

Yes. You can send both one-time or recurring invoices without attaching them to a proposal.

Can my clients pay directly after signing a proposal?

Absolutely. Just toggle on ‘Direct Payments’ to send them straight to the checkout page after signing.

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Client PORTALS

Absolutely. Just toggle on ‘Direct Payments’ to send them straight to the checkout page after signing.

CRM

Track payments, proposals, and signed contracts directly in each client profile.

Email MARKETING

Follow up with clients who haven't paid or send reminders for expiring proposals.

Sales PIPELINES

Move leads from proposal sent to signed to paid with full pipeline visibility.

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