Invoice vs quotation: which document should you send?
Learn when to send a quotation or an invoice, what each should include, and how to keep customer details, agreed work and payment requests clear.
By Agilecode ·
Read guideInvoices, quotations and payment records
Prepare clear invoices and quotes, review client balances, download payment receipts and bring your existing lists into Invoiced. Follow the instructions in each guide.
How to write a quotation a customer can understand
Write a clear customer quotation with useful item descriptions, quantities, dates and payment details. Check the PDF before you issue and share it.
By Agilecode ·
Read guideHow to create an invoice with your business logo
Add your business logo and colours to an invoice, choose a layout, check the PDF preview, and issue a clear payment request with the right details.
By Agilecode ·
Read guideHow to create a client statement and check overdue invoices
Create a client statement showing issued invoices, recorded payments and outstanding balances. Review overdue amounts and download the statement as a PDF.
By Agilecode ·
Read guideHow to create a payment receipt for a full or partial payment
Record a payment against an issued invoice and download its receipt. Keep the amount, date, payment method and reference together for full or partial payments.
By Agilecode ·
Read guideHow to import clients and products from Excel or CSV
Move your client and product lists into Invoiced with an Excel or CSV import. Preview records, check errors and duplicates, then select the rows to save.
By Agilecode ·
Read guideCreate an invoice or quotation
Start a Quick invoice or quotation by typing your customer and items. Add your logo, select a style and check the PDF preview before issuing the finished document.
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