Guides

Set up your professional practice in one afternoon

If you are an independent lawyer, accountant, designer, consultant or technician, this guide gets your fees, quotes, bookings and recurring billing ready.

Set up your professional practice in one afternoon

1. Build your fee catalog

In More → Products and services add what you charge most often: consultation, advisory hour, document drafting, tax filing, fixed-price projects. Use categories to separate practice areas.

2. Quote and charge without retyping

For custom work create a quote from catalog or free lines, send it by WhatsApp and wait for acceptance. Then turn it into an order and charge the deposit or the total; the receipt goes out by WhatsApp.

3. Retainers, bookings and follow-ups

Sell your monthly retainer as a subscription, open your calendar for online consultations and use CRM tags and follow-up dates so no deadline, filing or payment is missed.

Keep reading

Start selling with Alpichel in 10 minutes Guides Start selling in 10 minutesStep-by-step guide to get Alpichel running: business type, catalog, team, cash register and first sale, in under 10 minutes. How to control your inventory without losing money Guides Control your inventoryPractical inventory guide: what to count, how to set minimums, log purchases with cost, run counts and reduce losses. How to reconcile your register every day Guides Reconcile your registerGuide to daily cash reconciliation: opening cash, expenses, tips, payment methods and how to investigate differences.