Proposed Works - Requesting Funds from Clients

Proposed Works - Requesting Funds from Clients

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This article is part of the Proposed Works section.
Find all related articles here:
 After creating a new Proposed Work, you can request payment from clients.

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Before you start, please ensure you have created and uploaded a mail merge template to use to request funds using the guides in the Mail Merge section.

To request funds from clients:
  1. Open your Proposed Work from the main Proposed Works tab, or from the Proposed Works tab inside the Development.

  2. On the General tab, click the Request Payment button in the left action panel.



  3. This will open the Documents:Distribute (New) screen.

  4. The Distribute Type will be pre-set to Proposed Works at the top of the screen.



  5. Select the appropriate Proposed Works template from the list on the left hand side.



  6. Enter a Description.

  7. Leave the Audience Type as Private (Account only) and Web Type: --SELECT-- unless you have a client portal. For more information, see Document Types.

  8. The Recipients list in the right pane will be pre-populated from the Proposed Works. You can select all with the tick box at the top, or you can select individual clients.



  9. Proceed with your Mail Merge as normal. For a full guide, see Running a Mail Merge.

  10. If you are using a Client Portal and are subscribed to the Documents or the Proposed Works tabs then your clients will be able to access the documents and any attachments there.

    1. If your clients have access to the Documents tab then they will see this: 


    2. If your clients have access to the Proposed Works tab in the Client Portal then they will see this: 



Once you have requested payment, you can close the Mail Merge screen and wait for payments to be made.

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