Contracts, Proposals, and Invoices in One Place: Automate Payments in OmniSAM

Sally Sparks-Cousins demonstrates how to manage proposals/estimates, invoices, and contracts end-to-end inside OmniSAM so accepted proposals or signed contracts can automatically generate invoices and take payment. She begins by having viewers map their customer journey (proposal/estimate, contract signing, invoicing, payment method, onboarding) to create visibility on who has viewed, accepted, or paid. Sally walks through OmniSAM's Payments area: branding and configuration in Settings (logo sizing, business details, custom values like ABN, terms text, labels), defaults (due dates, expiry, partial payments, late fees, tips), products, reminders, and customizing email templates and internal notifications. She then creates and sends an invoice and an estimate that converts to an invoice upon acceptance, and shows building contracts/documents with fillable fields, signing order, content library sections, product blocks that trigger invoices or auto-payments, attachments, templates, and shareable public documents.

00:00 All In One Billing Setup
04:10 Meet Sally Sparks
04:40 Map Customer Journey
07:29 OmniSAM Payments Tour
08:36 Branding Invoice Settings
10:21 Custom Fields Tax IDs
12:05 Terms Layout Preview
15:51 Payment Defaults Options
18:19 Reminders Email Templates
23:05 Tools Overview Templates
24:36 Create Send Invoice
28:38 Paying an Invoice
29:19 Estimates to Invoices
31:39 Contract Builder Basics
35:29 Products and Auto Payments
38:07 Signing Order and Templates
41:47 Send and Sign Workflow
46:19 Public Document Links
50:25 Wrap Up and Takeaways

Join the Private OmniSAM Community: omnisam.com.au/gsdgroup

Facebook Group: gsdfb.omnisam.com.au
Follow on Facebook: facebook.com/sallysparkscousins

Watch the Live Stream & Subscribe for More Updates:
OmniSAM YouTube: youtube.com/@omnisamsoftware
Sally Sparks-Cousins YouTube: youtube.com/@sallysparkscousins