Navigating Salesbricks

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

Status: Displays real-time updates (e.g. open, awaiting countersign, closed won). Closed with: Indicates the method used to close an order (order form e-signature or Stripe).

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Best practices

• Double-check order details before sharing the checkout 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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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: Fully unpaid or partially paid invoices
• Due: Invoices with payment due today
• Past Due: Invoices overdue for payment

Search Enter the ID of a specific invoice, or the name of a customer, for a holistic view of their billing history. When searching for a specific customer, the results return all paid invoices, in addition to unpaid ones.

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Actions

View invoice: Access the full invoice details for review or sharing. Send invoice: Send invoices directly to customers for payment. 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

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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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. 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 the Buyer Subscription Management URL to self-manage their subscription, invoices, and payment methods 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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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.