Line items, not an attachment
Price by quantity and unit inside the proposal, so there is no second file to keep in step.
BillQuote it in the proposal,
Quote it in the proposal,
get paid on acceptance.
Line items live in the proposal, the total is checked before it can go out, and Stripe charges the accepted amount at checkout.
Start free trialThe accepted proposal moves the money. Line items make the total, the total binds the Stripe charge, and the invoice carries that same number.
Checkout binds the amount
Acceptance moves straight to checkout, where the charge is bound to the total they agreed to.
Your account, not ours
Charges run on your own connected Stripe account and settle to you. Cyna takes no cut of client money.
Four ways to bill a deal
One payment, staged milestones, a deposit-and-final split, or a recurring retainer. Pick one per deal.
One number, quote to bank account. It is written into the proposal, bound to the charge at checkout, and reconciled in the workspace by Stripe.
Check
The total cannot drift
The pricing record re-derives on every edit, and a proposal whose sums disagree will not send.
Deposit
Paid at yes, not at invoice
On a staged deal the first stage is charged at acceptance, before the kickoff call happens.
Ledger
Paid means it cleared
Stripe posts each payment back by webhook, so workspace revenue counts only money that landed.
Each phase in the brief holds its own duration and deliverables, and the pricing record re-derives from them on every edit.
On a staged deal the first stage is charged the moment they accept, before the kickoff call happens.
A proposal whose sums disagree will not send, and the same check runs again at acceptance.
FAQ
Pricing and payments, answered.
You add line items with a quantity and a unit price in the proposal itself. Cyna re-derives the pricing record on every edit, so the total the client sees is the amount Stripe charges.