Navigating Salesbricks

Documentation Index

Fetch the complete documentation index at: https://docs.salesbricks.com/llms.txt

Use this file to discover all available pages before exploring further.

To help you get started, this page offers an overview of the platform’s core sections, their key features, and best practices to maximize efficiency.

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Orders

The Orders page allows you to view and manage all customer agreements efficiently.

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Actions

View an order: Access contract terms and export order forms. Create an order: Generate net new orders or next agreements for existing customers. Edit an order: Update the terms of an open order before sharing the checkout link with the customer. Search for an order: Locate orders using order ID, customer name, subscription ID, or invoice ID.

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Notable columns

Contract value: Shows the total contract value (TCV) and indicates the method used to close an order (order form e-signature, credit card, ACH, auto-renewal, manual close). Status: Displays real-time updates (e.g. open, awaiting countersign, closed won).

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Best practices

• Double-check order details before sharing an order link with the customer.
• Monitor the status column to stay updated on the progress of orders.
• Alternatively, set up your Slack notifications to receive real-time updates any time an order’s status changes.

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Customers

Use the Customers page to manage all customer relationships and subscriptions.

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Actions

View subscription details: access entitlements, usage, current spend, and renewal expectations. Update subscriptions: Execute upgrades, renewals, or recasts. Terminate subscriptions: End agreements when necessary. Edit customer details: Update legal and DBA names, addresses, point of contact, and accounts payable. Manage usage: View and upload usage for each of your customers. Mark milestones: Log milestone completion to trigger billing processes.

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Notable columns

Current spend: Displays total spend, including recurring and non-recurring charges, as well as pre-committed usage (pay-as-you-go usage is not included). Renewal expectation: Projects the total contract value (TCV) for renewals.

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Best practices

• Send your customer their Customer portal link to self-manage their invoices, payment methods, and company info securely.
• To find a specific customer, use the search function on the Customers page the same way you would on the Orders page.

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Billing

The Billing page is our central hub for managing your customers’ invoices. It provides real-time visibility into unpaid and at-risk invoices, empowering your team with the tools to track, collect, and reconcile outstanding revenue.

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Key features

Default view: unpaid and at-risk invoices Upon viewing the Billing page, users see a list of invoices requiring attention. The default view includes invoices with the following statuses:

• Outstanding: Unpaid invoices
• Due: Invoices with an upcoming payment due
• Past due: Invoices overdue for payment
• Partially paid: Outstanding balance has not been fully paid
• Paid: Invoice has been paid in full

Search Enter the ID of a specific invoice, or the name of a customer, for a holistic view of their billing history. Filter your search results based on status, dates, payment methods, and invoice amounts.

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Actions

View invoice: Access the full invoice details for review or sharing. Share invoice: Send invoices directly to customers’ emails. Edit invoice: Adjust invoice details, such as modifying the amount. Useful for resolving disputes or making corrections. Record a payment: Log payments manually for invoices, typically those completed via check or wire.

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Notable columns

Autopay: Informs whether the customer will be charged automatically for future invoices. You can opt to charge a customer immediately after the invoice is issued, or wait until payment is due. If you turn off autopay, the customer will need to visit the payment link on the invoice to make payment. Payment: Offers visibility into the status of the latest payment:

• Failed: Payment was attempted and requires follow-up
• Processing: Transactions in progress
• Matched with QuickBooks: Payments matched with QuickBooks records
• Manual reconciliations: Partial or full payments completed via check or wire, and recorded manually

Invoiced Date: Indicates the billing date, which is the start date of the service period

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Best practices

• Check the Billing page regularly to address outstanding and past due invoices promptly.
• Review invoice statuses regularly to maintain accurate records of manual and Quickbooks-synced payments.
• Use the search functionality to quickly locate specific invoices or check payment histories during audits.

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Renewals

The Renewals page gives sellers centralized visibility into all customer subscriptions approaching renewal. Use it to proactively monitor upcoming renewals, track statuses, and take action to maximize retention and revenue.

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Key features

Default view: subscriptions approaching renewal Upon viewing the Renewals page, users see a table of subscriptions with key renewal details, including customer info, renewal dates, spend amounts, and current status. Quick-view metric cards at the top surface total renewal value, upcoming renewals, and past due renewals, with one-click filters to drill into each segment. Search: Locate renewals quickly by searching for a customer name or subscription ID. Use sort and filter controls to narrow down renewals requiring immediate attention. Renewal details: Click into any renewal to access subscription terms, contract details, billing history, and renewal activity — ideal for preparing effective renewal conversations. Export functionality: Export renewal data as a CSV for reporting, team collaboration, and integration with external tools.

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Actions

View renewal details: Drill into a subscription to see entitlements, current spending, and renewal history. Create renewal order: Generate a renewal order based on the existing subscription, with options to modify entitlements and contract terms. Terminate subscription: End the subscription if the customer plans to churn or not renew. Flag for upsell: Mark a renewal as a growth opportunity — ideal for coordination with account managers. To access these actions, click the three-dot menu on the right-hand side of each row.

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Notable columns

Renewal date: Shows the renewal date, as well as amount of days until then, helping you prioritize outreach. Status: Displays the current renewal state so you can quickly identify which renewals need attention. Current spend: Indicates the customer’s current contract value, useful for gauging renewal importance.

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Best practices

• Review regularly to catch past-due renewals before they slip.
• Use the “Flag for upsell” action to coordinate growth opportunities with your account management team.

Read our in-depth docs for Renewals Management here.

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Products

The Products page allows you to centralize and customize your product offerings and pricing strategies.

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Actions

Manage products: Build and refine your price book. Manage plans: Develop multiple plans within a product, each with tailored offerings and a unique price point. Configure bricks: Customize add-ons (bricks) to enhance plan flexibility.

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Best practices

• Group comparative plans under the same product for simple, straightforward organization.
• Any time a plan’s pricing structure changes, re-publish the plan to use this version when building an order.

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Bricks

Bricks allow you to add modularity to your plans by incorporating a variety of add-ons.

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Actions

Manage bricks: Create and configure different types of add-ons for your plans: subscription, one-time, usage-based, and milestone.

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Best practices

• Use milestone bricks to streamline billing tied to project completion.
• Regularly review usage and subscription bricks for potential optimizations.
• Ensure all bricks align with your overarching sales strategy.

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Reports

Use the Reports page for actionable insights from real-time revenue and customer analytics.

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Key features

Access a suite of reports and charts to monitor business trends, including monthly revenue, customer count, bookings, renewals, and invoicing.

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Best practices

• Schedule regular reviews of key metrics to identify opportunities and risks.
• Use filters to narrow the focus of reviewable data.
• Share insights with your team to drive collaboration and informed decision-making.

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Settings

The Settings page is where you can customize the platform to align with your company’s branding, processes, and integrations.

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Key features

Manage company details: Update your company info and contact details. User management: Add and edit users within your seller org. Branding: Customize customer-facing documents and platform visuals. Legal: Manage your boilerplate terms & conditions, privacy policies, and related documents. Financial settings: Manage bank details, supported currencies, and upload your W-9. Integrations: Connect your CRM, finance system, and Stripe account. Notifications: Set up Slack notifications for real-time updates. API & webhooks: Leverage webhooks and the public API for custom integrations.

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Best practices

• Review and update company branding periodically to maintain relevance.
• Test integrations to verify that data flows seamlessly from Salesbricks.
• Use webhooks to automate recurring tasks and improve efficiency between Salesbricks and your system.