When a client accepts

A walking tour of the LedgerOS workspace
Proposals
Clients

Kestrel Manufacturing LLC

Sarah Mitchell · $17,050.00
Accepted
Activate Create change order

Accepted package

Small business — full service$1,250.00/mo
1120-S preparation · add-on$1,450.00
Reasonable comp study · add-on$600.00

Engagements

No engagements (billing-only proposal).

Payment

Paid $2,050.00 on acceptance

Signature

Engagement letter signed

Kestrel Manufacturing LLC

Sarah Mitchell · $17,050.00
Accepted
Activated Aug 12, 2026 Create change order

Engagements

Monthly close — Kestrel Manufacturing LLC
2025 1120-S preparation

Draft invoices (review + send)

#1047Issued$2,050.00
#1048Draft$1,250.00

Billing schedule

Small business — full service Recurring · monthly · Next: Sep 1 active $1,250.00
1120-S preparation On acceptance · Next: — ended $1,450.00

Timeline

SentAug 11, 9:14 AM
AcceptedAug 12, 8:02 AM
ActivatedAug 12, 8:41 AM

Accepted, then activated

One event. Acceptance is what starts the work.

Client acceptsSigns, pays if required. Becomes a client.
Activation runsAutomatically, on acceptance.
EngagementsOne per service that spawns work.
BillingDraft invoices and a running schedule.
You are not in the middle of this. Activation fires as part of acceptance, so the shape of what gets created was decided earlier — in the services and packages on the proposal. Review the proposal before you send it, because after that the work spawns without another look from anyone.