Out of Scope work

Use Out of Scope when a client asks for something beyond the agreed work, such as an extra shoot or a one-off campaign. You price it, the client approves it in lmnts, and you invoice it in one step. It's the first tab under Billing.

1. 1

   Step 1: Open the client and choose Billing. It opens on Out of Scope.

2. 2

   Step 2: Under New out of scope work, fill in the Title and Description.

3. 3

   Step 3: Add Line items, each with a Description, Qty and Unit price. + Add line item adds another row.

   

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4. 4

   Step 4: Select Create draft, check it, then select Send to client.

5. 5

   Step 5: The client opens it and selects Accept or Decline.

6. 6

   Step 6: Once it's accepted, select Create invoice from this out of scope work. You get a draft invoice with the same lines.

• Statuses: Draft, Sent, Accepted and Declined.
• Edit changes a document; Delete removes it after you confirm. A super admin can restore it from the Activity Log.
• For a client with brands, choose the brand at the top first, or All brands for the whole account.

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