You can create many document types with Billdu such as proforma invoices, quotes, estimates, orders, invoices, credit notes, and delivery note. There are slight differences in the layout in each of them as they display different information and serve various purposes.
Quote vs. Estimate
Even if very similar on the first sight there are differences between a quote and an estimate. They are both used to indicate the amount of service or products you'll invoice to a client in the future however a quote indicates fixed costs and an estimate a solid guess. A quote's prices shouldn't be changed when creating a final invoice even if the finished work ends up being more than stated. If you don't feel to create quotes you can offer estimates to your clients. Read more how to switch between quote and estimate.
- There's no Pay Now button on a quote/estimate and it's also not possible to add a payment
- After creation the status is ISSUED and if it passes the date until it's valid the status changes to OUTDATED
- Once you create an Invoice the status changes to INVOICED
- Your clients can add a signature with your mobile device
A Proforma invoice is not recorded in your bookkeeping. It can serve a similar purpose as a quote but it's also created after a job is done. It can be also used as a basis for payment.
- You can add a payment or a partial payment to a proforma.
- A Pay Now button is visible on the proforma if your card payments or PayPal payment is enabled.
- A proforma is not a tax document, therefore, no tax appears in the total line. You can, however, have a tax displayed for every line item.
- You can create an invoice or delivery note from a proforma.
A Credit note is created for your client in case of a refund. It's mostly created from an invoice. It's worth to bear in mind that a credit note is a tax and commercial document.
- A credit note may be created with a lower amount as your invoice and indicate a partial refund
- The amount should be always negative
- You can add a payment or a partial payment
- It has the same numbering as your invoices because a credit note is more or less just an invoice with a negative amount
- It influences your company balance and statistics and appears on statements
Regular and online shops which handle orders from their clients can use the Purchase orders to track the incoming orders. Once your client places an order you can create an order and change its status, payment type or delivery type accordingly. You can later turn an order to a proforma invoice or final invoice.
Important when shipping goods - a delivery note. You can create one from nearly all other documents.
- It displays only item description, quantity, and unit
- No prices or taxes are displayed - neither for items nor for the total amount
- You can create a delivery note from other documents however it's not possible the other way round because the DN lacks necessary figures (like prices and tax). We suggest to use purchase orders from which you can create both delivery notes and invoices.