A quote number and date, how long it is valid, your business and the customer's details, each item with quantity and price, VAT if you are registered, the total, your terms (deposit, payment and exclusions) and how to accept. Bookkeeping & Invoicing fills all of that in, sends the quote for online acceptance and turns it into the invoice in one tap.
Bookkeeping & Invoicing: three plans from R190 to R950 a month. No setup fee, month to month. Free trial: 7 days and 20 quotes or invoices, no card.
| Word or Excel template | Bookkeeping & Invoicing | |
|---|---|---|
| Quote number | By hand | Automatic |
| Customer accepts | Replies by email | One click, online |
| Becomes the invoice | Retyped | One tap, same lines |
| Deposit | A separate invoice by hand | Part of the quote, invoiced now |
Name each item and what is not included. Vague quotes cause arguments at invoice time.
A validity date protects you from price changes and nudges the customer to decide.
A quote the customer can accept with one click gets decided faster than one that needs a signature on paper.
The free trial of Bookkeeping & Invoicing runs for 7 days and 20 quotes or invoices, no card.
Once the customer accepts it, the agreed price and scope bind you both. Online acceptance counts under the ECT Act.
Only if you are VAT registered. Then show the price excluding VAT, the VAT and the total.
Long enough for the customer to decide and short enough that your costs will not change: 14 to 30 days is common.
A quote is an offer to accept; a <a href="/pro-forma-invoice-south-africa">pro forma</a> asks for payment before you supply.