Prepare consistent quotations
Describe labour, supplies and subcontracting. Reusable templates can speed up preparation; prices, terms and calculations are checked before sending.
Quotations and invoicing
Connect quotations, completed work and invoicing
A connected commercial process reduces re-entry between estimating, customer approval, delivery and invoicing. It also makes expected amounts and payments easier to follow.
Quotations and invoicing
Keep the same thread from quotation to payment.
Quotations and invoices are linked to the customer and the job they relate to. Items, approvals, due dates and expected payments remain visible to the people who need them.
What the process can include
Keep the same thread from quotation to payment.
Track the customer’s decision
Keep the quotation status, send date and next action. A follow-up can be planned around the company’s timing and rules.
Carry accepted quotes into invoices
When a quote is accepted, existing information can be reused to prepare an invoice instead of re-entering the whole record.
Invoice in stages
For suitable jobs, arrange deposit, progress and final invoices around the agreed commercial terms and project milestones.
Track due dates
Review issued invoices, due dates and payments to confirm. Reminders can be prepared according to the chosen rules.
Example process
Amounts due are easier to follow
Quotations and invoicing
- 01Scope priced
- 02Quote sent
- 03Approval recorded
- 04Work and milestones
- 05Invoice and payment
Amounts due are easier to follow
The link between a quotation, job, billable stages, invoice and expected payment stays visible. This helps identify what needs approval, invoicing or follow-up.
Tools and workflow previews
Quotations and invoicing
Illustrations from the original OptimaBiZZ pages. Available screens depend on the selected platform and its configuration.
Frequently asked questions
Quotations and invoicing
What can a quotation include?
Items for labour, supplies and subcontracting, along with agreed terms. Templates are adapted to the company’s estimating method.
Can quotations and invoices stay linked to the customer record?
Yes. The customer, job, quotation and invoice can share the same references when the modules and workflow are configured together.
Can an accepted quotation be reused for an invoice?
Yes. Information from an accepted quotation can provide the basis for an invoice when the selected platform and configured workflow support it.
Can a project be invoiced in stages?
Yes. Deposits and progress invoices can follow the agreed milestones and payment terms.
How can overdue payments be identified?
A view of invoices, due dates and expected payments helps identify records to check. Reminders are configured around the company’s rules.
Are amounts and taxes calculated automatically?
The platform can total items using configured rules. The company checks tax settings and documents before using them.
Related functions
Solutions
Talk about your operations
A connected commercial process reduces re-entry between estimating, customer approval, delivery and invoicing. It also makes expected amounts and payments easier to follow.