Track deliverables, renewals and invoices on an engagement
Add the deliverables you promised, move them through their statuses, mark renewals and raise an invoice.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
The engagement page has three tabs: Overview, Deliverables and Money. Together they answer what was promised, what has been delivered and what has been billed.
By the end you can
- Add deliverables and advance their status
- Mark an engagement renewed
- Create an invoice from an engagement
Screens used
- Project, Engagements, one engagement
Steps
- 1
Open the engagement
On: Project, EngagementsOpen an engagement from the list.
You should see: The tabs Overview, Deliverables and Money.
- 2
Add deliverables
On: Engagement, DeliverablesOpen Deliverables and press Add deliverable for each thing you promised, for example "4 blog articles" or "Monthly report".
You should see: Each deliverable is listed as Pending.
- 3
Advance the status
On: Engagement, DeliverablesClick a deliverable's status to move it on: Pending, In progress, In review, Delivered, then Approved or Rejected by the client.
You should see: The status changes and the engagement's progress updates.
- 4
Edit the details
On: Engagement, OverviewOn Overview press Edit details to change the label, dates, financials or notes. Notes are internal and not visible to the client.
You should see: The overview shows the new details.
- 5
Mark a renewal
On: Project, EngagementsWhen a recurring engagement renews, use Mark renewed on its row in the list. It moves the next renewal forward by one cycle.
You should see: The Renews date moves to the next cycle.
- 6
Raise an invoice
On: Engagement, OverviewUnder Invoicing press Create invoice, or Create & send invoice. The invoice is posted to your books and appears in your profit and loss.
You should see: An invoice for this engagement in Accounting.
Tips
- If an engagement is overdue from several cycles, Mark renewed advances one cycle each time; click again for the next.
- A rejected deliverable shows up under Top clients on the Revenue page.
Troubleshooting
- "Couldn't mark this engagement renewed. Please try again."
- Check your connection and press Mark renewed once more.
- "No deliverables have been added to this engagement yet."
- Open the Deliverables tab and add what you promised for this cycle.
One row per shot, in the same order as the guide. Estimated length 2:14, recorded signed in as Owner. Use made-up data only. How to record
Say: Track deliverables, renewals and invoices on an engagement. Add the deliverables you promised, move them through their statuses, mark renewals and raise an invoice.
Hold until you see: Lesson title on screen for three seconds.
Say: Open an engagement from the list.
Hold until you see: The tabs Overview, Deliverables and Money.
Say: Open Deliverables and press Add deliverable for each thing you promised, for example "4 blog articles" or "Monthly report".
Hold until you see: Each deliverable is listed as Pending.
Say: Click a deliverable's status to move it on: Pending, In progress, In review, Delivered, then Approved or Rejected by the client.
Hold until you see: The status changes and the engagement's progress updates.
Say: On Overview press Edit details to change the label, dates, financials or notes. Notes are internal and not visible to the client.
Hold until you see: The overview shows the new details.
Say: When a recurring engagement renews, use Mark renewed on its row in the list. It moves the next renewal forward by one cycle.
Hold until you see: The Renews date moves to the next cycle.
Say: Under Invoicing press Create invoice, or Create & send invoice. The invoice is posted to your books and appears in your profit and loss.
Hold until you see: An invoice for this engagement in Accounting.
Say: That is track deliverables, renewals and invoices on an engagement. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
Mark it complete to keep your place in the course.
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