Create a quotation and use it for an invoice

Save a quotation, mark it as accepted manually and open a prefilled invoice form.

A quotation creates no invoice number or accounting entry. You can save it incomplete and mark it as accepted yourself. There is no customer portal or mandatory digital acceptance by the customer.

Step by step

1Open Invoices and choose Create quotation. Enter the customer, dates, lines, quantities, prices and VAT choices. The automatic quotation preview shows calculated amounts, not journal entries.
2Save the quotation. Downloading or sending requires the issuer and customer names, dates, described and priced lines, currency and applicable VAT choices to be complete. Sending also requires a recipient email address. Full invoice address details are not required for quotation output.
3Use Mark as accepted when you have confirmed the agreement with the customer. The customer does not need to accept it in Boekhouden. An incompletely saved quotation can also be marked manually.
4Choose Create invoice to open a new, prefilled invoice form. Check the current details and posting preview, then decide whether to save a draft or finalize it. This action does not post or send anything automatically.
5You can edit the quotation until a derived invoice draft is saved. A content change removes the acceptance mark. Saving a derived invoice draft locks the quotation content and acceptance; continue in the invoice. Merely opening a form locks nothing. Deleting every related draft unlocks the quotation only if no invoice was ever finalized. There is no version archive or automatic synchronization.

What is on the screen?

Quotation preview and saving
Accepted or not accepted
Download PDF and send quotation email
Create invoice with prefilled input

What happens next?

The quotation remains a separate non-financial document. The prefilled invoice receives its number and accounting entry only when finalized. Quotation output uses current details; a due date does not automatically become a quotation validity date.

Common situations

I see an errorRead the message by the field, correct the value and try again. Other details remain where possible.

I cannot continueCheck that all required fields are complete. If a link no longer works, request a new one.

Create and finalize an invoice

Start with a draft, check the automatic preview and finalize the invoice when its details are correct.

Read guidance →

PDF, central invoice branding and invoice email

Manage branding per administration, choose language and note per document and download or send the current PDF.