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 as one-off invoice

1

Access the form

  • from the quotes page, click on 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 invoices creation where you’ll be able to pick products from your catalog and add coupons, edit the invoice period and notes.

When the invoice is complete, click on "save invoice"

The invoice emission date (issue date) is set to quote signature and cannot be changed. It means that the 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 in 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 in the pending signature status. At this stage, the quote can be edited again ; note that it will turn in 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.

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