Creating quotes and invoices
Produce professional quotes, let your customers accept them online, then turn them into compliant invoices in one click.
Creating a quote
- Go to Sales → Quotes and click New Quote.
- Select the customer (or create one directly from the quote).
- Add lines from your catalog: VAT, per-line discounts and the document preview update in real time as you type.
- If needed, add an overall discount or a deposit (as an amount or a percentage).
- Send the quote by email, from a verified sender, with a subject and a message that accept dynamic variables (customer name, amount, due date, etc.).
The online quote page
Your customer does not receive a plain PDF: they open a dedicated online quote page, with no account to create.
- They review each line, the terms and the total amount.
- They accept or decline in one click — declining asks for a reason, which tells you why.
- Every step is timestamped: sending, opening, decision. You are notified as soon as the customer opens the quote, which makes it easier to follow up on quotes that have been "viewed" without a reply.
Turning a quote into an invoice
From an accepted quote, click Convert to invoice: the lines, the customer and the legal notices are carried over automatically, with nothing to re-enter. You can then add a payment link.
Compliance: automatic legal notices and numbering
Invoices (and quotes) comply with French legislation by design, with nothing to configure:
- Mandatory legal notices applied automatically.
- Compliant sequential numbering.
- Multi-rate VAT and official tax categories.
- Late payment penalties, recovery charges and payment terms.
A deposit is entered as an amount or a percentage. Discounts apply line by line or to the document as a whole.
Customizing the document
Logo, colors, footer, attached terms and conditions, an "Approved" block, bank details: you can customize the look from the billing settings. The real-time preview shows exactly what your customer will see.