How to Upload a Contract to Honeybook

If y'all've been using another system (or multiple systems) to manage your business and clients, y'all may want to bring all of your records into Dubsado so that everything is in one place.

We exercise offer a White Glove Data Migration service to all users on paid plans, just if y'all would rather become the DIY route, this guide is for you!

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Hither's an overview of the procedure:

• Step ane: Import your client list

• Footstep 2: Set up upwardly projects

• Step 3: Upload existing forms and contracts as PDFs

• Step 4: Create payment program and package templates

• Pace five: Re-create invoices

This article is a guide to the migration process, but does non become over every unmarried pace and feature in detail. Please follow links to the supporting articles for each pace!

👋 Hither's a tip... if you are brand new to Dubsado, we don't recommend starting here! It's all-time to learn your style around the system beginning. First with our Dubsado Basics series.

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Pace i: Import your client list

The beginning step is to bulk import your client list using a CSV file. If you've been using Excel or Google Sheets to proceed runway of your clients, you can save your spreadsheet every bit a CSV to import into Dubsado. Otherwise, you'll want to locate the export function in your electric current system, which will generate a CSV file for you.

Import your client listing nether Utilities >> Accost Book >> Import.

Follow the instructions in the article below for tips on how to optimize your CSV file for Dubsado:

👋 Here's a tip... to save time in Footstep 2, you might consider turning on the "Import as leads" option during your import so that a new project will be created automatically for each of your clients. This is Not recommended if you do not accept contracts, invoices, or ongoing piece of work for the majority of your clients.

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Step 2: Set projects

In Dubsado, a projection is the advice hub with your client, and is used for sending contracts and invoices along with emails, scheduling invites, and other forms. Generally nosotros recommend setting up one project for each "run into" or new contract with the client. For example, a photographer would create a new project for each session, but a consultant might have one project per client.

If you did not have something similar to projects in your previous system, we recommend checking out the post-obit manufactures outset to understand how projects are used in Dubsado and how they will work for your business concern:

• Projects vs. clients

• What is a projection?

• What if I don't take "projects" in my business organization?

To create a new project, get to Projects >> New Project. Give the project a title. With your customer listing already imported, simply search for or select a client from the dropdown menu to associate the projection with them.

For the project status, set the status to:

• Job: No Condition if you consider the customer to be booked with you, usually pregnant that y'all already have a signed contract or paid invoice

• Lead: No Status if the client is notwithstanding in the inquiry or onboarding stage

If you've already created custom projection statuses, you lot could utilize 1 of those instead.

Finally, you may also want to set a project appointment at the bottom of the window when creating your project.

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Footstep iii: Upload existing forms and contracts as PDFs

Now that your projects are created, any contracts or other forms your clients have completed have a place to go!

Commencement, make certain all of the contracts and forms y'all want to upload have been saved or exported as PDFs on your computer.

Contracts

1. Open up the project from the Projects folio or use the search bar at the top of your screen to notice it.

2. Nether Contract in the project sidebar, select Upload PDF file equally signed contract.

3. Select your file and click Add to upload information technology.

All Other Forms

1. Inside the project, become to the Forms tab.

2. Use the dropdown to select Upload New PDF every bit Form.

3. Select your file and click Add.

4. Hover over the file and click Use to Portal to mark it as already having been sent to the customer.

If you have any full general notes to add to the projection, yous can go to the Notes tab and enter them at that place!

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Step 4: Create payment plan and package templates

Setting up your payment plan and packet templates will save yous time in Step 5 when you lot re-create your existing invoices.

Payment Plans

If you invoice your clients in installments or charge a eolith, you'll desire to ready a payment programme. Payment plan templates can be applied to invoices to list out the due dates and amounts due. Setting up the templates now volition allow you to quickly add one to any invoice that needs it.

Packages

A package is anything with a price point in your business. Essentially, it is a template for a line item or a set up of line items that you can utilize to build an invoice.

If you lot didn't have something similar in your previous system, accept a look at your invoices and come across if in that location are whatsoever line items you lot oft repeat. You will have the opportunity to edit each line item after applying a parcel to an invoice, then anything you can set up as a template ahead of time will aid!

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Step 5: Copy invoices

The all-time mode to record existing payments and invoices in Dubsado is to recreate each invoice. While you lot could upload a PDF copy of the existing invoice under the Forms tab on the projection, this would non allow you to record a payment.

1. Open up the project and go to the Invoices tab.

2. Click Add to beginning a new invoice.

3. Apply the Packages dropdown to click and add package templates to the invoice.

4. For any line items that weren't created as packages, click New Line Particular to fill in the item name, clarification, price, etc.

5. Apply the Apply dropdown and select Payment to record any payments that have been made on the invoice. Enter the date, method, and amount.

6. If you lot would like to add a payment plan, employ the Payment Plans dropdown to select ane of your templates (recommended for open up/unpaid invoices only).

What if I have multiple invoices?

If you demand to add more than one invoice to a project, just click on the Invoice List tab and repeat!

How most recurring invoices?

Click on the Recurring Invoices tab to add a new recurring invoice. You'll prepare the line items the same every bit before, except y'all also need to define the recurring settings. Set the invoice to get-go on the date the client should receive their adjacent invoice.

👋 Hither's a tip... to save fourth dimension recording past payments, you may want to create a single invoice with a line item for the full amount y'all've invoiced the customer on their recurring plan so far and apply the payments to that single invoice.

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Source: https://help.dubsado.com/en/articles/2789241-migrate-existing-clients-into-dubsado

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