Getting started
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 guideInvoiced guides
Invoices and quotations, explained
Find out which document to send, how to describe your work clearly, and what to check before issuing an invoice or quotation. Each guide includes practical examples and steps you can use in your next document.
How to
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
How 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 guidePut the details into your document
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.