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If you wish to charge a one-off invoice to a customer, you can create a quote for it. This is ideal for one-time fees, additional charges, or any other non-recurring billing.

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Create a quote for a one-off invoice

1

Access the form

  • from the quotes page, click new quote and select Quote for one-off invoice then select the customer
2

Add the invoice to the quote

You will see the quote form, and be able to add an invoice by clicking the "Configure invoice" button

You will find the familiar form for one-off invoice creation where you’ll be able to pick products from your catalog and add coupons, edit the invoice period and notes.
Any product from your catalog can be added to a one-off invoice. Whatever its usual pricing model, it is charged as a fixed amount (quantity × unit price).

When the invoice is complete, click "save invoice"

The invoice issue date is set to quote signature and cannot be changed. It means that the invoice will be emitted once the quote is signed.
3

Configure quote

From now, the process is the same for a new quote:
  • Configure owner, expiration date and required information to sign the quote
  • Choose to display the quote value on the document
  • Add a note for the customer and contract terms
  • Add additional documents like the updated contract
On the Quote PDF, the invoice configuration will be displayed.
4

Send the quote

Once the quote is saved, it will turn to the ready to send status. Review the quote configuration and decide to send it via email or generate a public link and send it by yourself. Note that by using the latter, the email reception and openings will not be tracked.
5

Pending signature

Once the quote has been sent, it will turn to the pending signature status. At this stage, the quote can be edited again; note that it will turn to the draft status and the customer will not be able to access the link anymore until it is saved and live again by clicking on generate public link.
Until the quote is signed, no changes can be made to the invoice. To allow updates again, you can delete the quote.
During this stage, the invoice can be accessed in the quote details page.
6

Once quote is signed

Once the quote is signed, the invoice will be emitted, in to_pay status and the payment is ready to be collected. The quote and invoice will be linked together.