Quotations, credit notes and instalments

Three screens surround the invoice cycle: a quotation comes before it, a credit note corrects it after issue, and instalments follow its collection.

Service quotations

A quotation carries no accounting obligation: it creates no entry and charges the customer nothing; it states what you will deliver and for how much. From the Accounting panel open the Service Quotations card — image 1 — then Add to record a new one as in image 2: customer, date, validity period and the priced lines.

When the customer accepts, convert the quotation into an invoice rather than retyping the lines — the lines carry over, errors drop, and the quotation stays linked to the invoice it produced.

Credit notes

A credit note is the correct way to reduce an issued invoice: a later trade discount, a service not delivered, or a pricing error found after delivery. From the Credit Notes card — image 3 — press Add to record one as in image 4: customer, the related invoice, amount and reason.

On save a partial reversing entry reduces the customer's balance and the revenue by the note's value, while the original invoice stays exactly as issued — which is precisely what an auditor wants: a clear trace of the correction rather than an invoice edited after the fact.

Instalments

The Instalments card — image 5 — gathers the instalments of every instalment invoice in one place: invoice, customer, instalment amount, due date and status (paid, unpaid, overdue).

Filter by date to see next week's instalments, and by status to see only what is overdue. This screen is a collector's daily worklist, not a review report.

Which to use when

• The customer asks "how much?" ⟵ a quotation.
• The customer accepts ⟵ convert it into an invoice.
• An issued invoice needs reducing ⟵ a credit note, not an edit.
• The invoice is paid in stages ⟵ follow it from Instalments and record each collection when it happens.