🔥 BARAMEY 

For: Mearkea Technology
Purpose: Scratch Your Own Itch

📂 A. Client Onboarding & Setup Workflow

1. Create New Client

   • Add client name, email, contact person

   • Add custom fields: industry, source (e.g. referral, web), client type (retainer/project)

   • Assign currency, preferred language, and payment terms

2. Attach Documents

   • Upload signed contracts or NDAs

   • Include scope of work or service agreement

3. Invite Client to Portal (Optional)

   • Enable client portal access

   • Let them see quotes, invoices, project status, payment history

📊 B. Quoting & Proposal Workflow

1. Create Quote

   • Choose client, add service line items (e.g. “Custom API Integration – 40 hrs @ $40/hr”)

   • Apply taxes, discounts, or custom terms

   • Set expiry date (e.g., valid for 7 or 14 days)

2. Send or Present Proposal

   • Convert to a rich-text Proposal if needed (with visuals, timeline, scope)

   • Email with one-click approval link

3. Client Accepts

   • Get notification

   • Convert quote directly to invoice or start project

🧱 C. Project & Task Workflow (For Billable Work)

1. Create a Project

   • Link to the approved quote or invoice

   • Assign team members

   • Set hourly rate (fixed or per-task)

2. Log Time via Tasks

   • Developers, engineers, or PMs create tasks:

     • “Frontend Refactor”, “Bug Fixing Sprint”, etc.

   • Track hours directly inside Invoice Ninja (or import from external app)

3. Review Tasks

   • Approve billable hours weekly

   • Automatically add to invoice or bill monthly

💳 D. Invoicing & Payments Workflow

1. Invoice Generation

   • For retainer: use recurring invoices (e.g., $800/month)

   • For project: generate one-time invoice from task hours or quote

   • Include:

     • Detailed description of work

     • Time logs (optional)

     • Payment terms (Net 7, Net 15, etc.)

2. Send Invoice

   • Customize email templates (professional, friendly tone)

   • Enable client portal payment

   • Attach optional files (time report, delivery summary)

3. Payment Handling

   • Enable Stripe / PayPal / GoCardless

   • Enable auto-reminders:

     • 3 days before due

     • On due date

     • 5 days overdue

4. Track Payment

   • Use dashboard for overdue tracking

   • Mark payments manually if offline (e.g., bank transfer)

🔄 E. Recurring Work & Maintenance Contracts

1. Create Recurring Invoice

   • Choose frequency (monthly, quarterly)

   • Add description (e.g. “24/7 Support + SLA Monitoring”)

   • Enable auto-bill with saved client card (Stripe)

2. Track Usage or Support Hours

   • Log tasks against the same project

   • Create summary report to attach each month

📈 F. Monthly/Quarterly Reporting Workflow

1. Run Financial Reports

   • Profit & Loss by:

     • Client

     • Project

     • Service Type (via custom tags)

   • Aging Reports: see late payers

   • Revenue by Time: compare months or quarters

2. Internal Review

   • Identify:

     • Best clients

     • Most profitable services

     • Unpaid invoices

3. Export

   • PDF or CSV

   • Share with finance or business partner

🧑‍💼 Example Scenario: Full Workflow for a Website Development Client

1. 📥 Client Inquiry → Quote sent via Baramey 

2. 📝 Client Approves → Convert quote to invoice for 50% deposit

3. 🧱 Project Created → Tasks logged weekly by devs

4. ⏳ Time Tracked → Time auto-billed monthly

5. 💳 Invoice Sent → Client pays via Stripe

6. 📊 Monthly Summary → Delivered with reports

7. 🔁 Repeat Cycle → Maintenance contract begins