When you have reactive work you might not need a proposal (quote or estimate). In Payaca everything starts with a proposal as this defines the deal value which you can create multiple invoices for. It also means you can record changes via the change proposal process.
How to Progress straight to invoice
It's no extra steps to go straight to invoice, it's just a different process. When you progress straight to invoice:
A proposal is created and marked as sent but is not sent to the customer
Step 1 - create a proposal
Instead of creating an invoice, create a proposal
Step 2 - Progress directly to invoice
This will create a proposal but don't worry it won't be sent to the customer and if you go back later it will be clearly marked. Simply click "Progress directly to invoice".
Same on the mobile app.
Summary
It's simple to go straight to invoice, create a proposal and click "Progress straight to invoice." It's no extra steps and gives you a lot more control.
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