Quotes : generating quotes based on billing methods utilised

Welcome to our tutorial on creating quotations in the new crm. Please remember three important points:

 

1.    

The quotation is the interface to the billing app.

2.     Incorrect setup and or trying to bypass this system will result in double work for you and possibly not billing the client as required.

3.     The billing app and quotation has been created to cater for all the NOUV company billing methodologies. There are large number of billing methods therefore although you have the necessary tools available it is always recommended to keep things simple and reproducible. Constantly changing billing methodologies based on a gut feeling may not the right approach.

4.     You can quote for one service using one type of billing method or multiple services each having different billing methods. In order to do this you need to combine the information from the video below for each service. 

5.     Impromptu changes of billing to clients not in line with signed contracts will not be allowed.

6.     All wording utilised in quotations for services at nouv are available on the system. IF there is a new service to be added please contact the finance team. I have also prepared an article on what you need to send to the finance team for them to create a new product.

Below please find the powerpoint presentation with screen shots of how the quotation module needs to be compiled for different individual quotes with different billing methods. This can help you verify that the information you are filling in is correct. Quotes have been portrayed for individual products but if you need to send a quote with a number of different services and different billing methods one would need to combine each quoting method by adding rows to the module. 

Presentation with screen shots of quotation module for each billing method

 

Below please find different videos of different billing methods.

PLEASE USE HEADPHONES TO WATCH THE VIDEOS AS THE RECORDING VOLUME IS LOW 

 

Retainers:

Hourly rate -  flat rates: 

Hourly rate - staff rates: 

Deposit and phased /scheduled payments: 

Task based payments: payment only made once task is closed 

Hybrid billing - Fixed minimum fee with hourly flat rate 

Hybrid billing - Fixed minimum fee with hourly variable rates based on individual staff rates 

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