From accepted proposal to draft invoice

When a client accepts a proposal, PaySync creates a draft invoice automatically.

What carries across

• Every line item — description, quantity, unit price and line total (not just the proposal total).
• Tax rate and tax label as they appeared on the proposal.
• Deposit percentage, so the deposit due and balance on completion are preserved.
• Banking details and terms, defaulted from your organization settings if the proposal did not override them.
• The client details from the proposal header, and the link back to the originating deal.

Why draft

The invoice is created as a draft so you can check dates, references and totals before sending. Review it under PaySync → Invoices, then send.