Can I send a quote first?

Yes. Create the document as a Quote, and when the client accepts, duplicate it into an invoice rather than retyping it.

Quotes run in their own number series, separate from invoices, so a quote never consumes an invoice number.

When the client accepts, open the quote and press Duplicate. You get a fresh draft with the same client and the same lines, which you then issue as an invoice. If the job changed along the way, edit the draft before sending — drafts are not locked.

A quote is not a tax invoice and does not create a VAT liability. Only the invoice does.

• Why can I not edit an invoice after sending it?
• How does invoice numbering work?
• I bill the same client the same thing every month
• Where do I put my bank details?

If not, the assistant in the corner can dig further, or a person will pick it up by email — Mon to Fri, 08:00 to 17:00 SAST.