Quotations and invoices
A quotation your clientaccepts.
Send a quotation as a link. Your client reads it and accepts or declines it without an account. An accepted quotation becomes a tax invoice in one click, and the invoice gets its legal number only when you issue it.
Quotation from Indigo Loom Studio
QT/26-27/0017
For Northfield Organics
Valid until 30 Sep 2026
- Brand identity design × 153,100.00
- Packaging artwork × 342,480.00
- Website hosting × 110,620.00
Sample · the client's link — no login. Try the buttons.
No. 01How it works
Quote to invoice, four steps.
- 01
Quote
Pick the client and add lines. The GSTIN fills the state; the item fills HSN or SAC, unit, price and rate.
- 02
Send the link
By email from the product, on WhatsApp from your own phone, or copied. The client needs no account.
- 03
Accepted
They tap Accept or Decline. A quotation past its valid-until date reads Expired.
- 04
Convert and issue
Lines, client and place of supply come across. Issuing allocates the next number and freezes the invoice.
No. 02The editor
As little typing as possible.
Filled from the GSTIN
The GSTIN is checked against its pattern and check character as you type, and the client's state comes from it.
Filled from the item
HSN or SAC, unit, price and GST rate come from the item; the purchase price is kept beside it.
Decided, not picked
The place of supply decides CGST + SGST or IGST. Nobody chooses a tax type from a dropdown.
Inclusive or exclusive
Prices with or without tax, per document; discounts per line; totals round to the rupee on their own line.
No. 03Issuing
An issued invoice never changes.
When you issue, the seller, the client, the lines and the tax are frozen as they are, and the next number in the series is allocated. A mistake is cancelled, keeping its number marked cancelled, or reduced with a credit note.
- Numbers allocated at issue, consecutive within the financial year
- An issue date can't be later than today or earlier than the last issued invoice
- Last year's invoice shows last year's address, always
Series · Invoice · FY 2026-27
| Number | Date | Client | Status |
|---|---|---|---|
| INV/26-27/0040 | 09 Sep | Konkan Coast Traders | Paid |
| INV/26-27/0041 | 11 Sep | Northfield OrganicsWrong billing address — number kept | Cancelled |
| INV/26-27/0042 | 14 Sep | Northfield Organics | Issued |
| INV/26-27/0043 | Allocated when the next invoice is issued — not when it is drafted. | ||
Sample · a cancelled invoice keeps its number, so the series has no gap
No. 05Plans
Which plan has it.
| Capability | Starter | Business | Enterprise |
|---|---|---|---|
| Quotations with accept / decline links | Included | Included | Included |
| GST invoices, numbering & payments | Included | Included | Included |
| Client links — view, accept, pay without a login | Included | Included | Included |
| Send documents & reminders by email | Included | Included | Included |
Every plan prints the same documents; plans differ in seats, invoices a month and the modules below. Compare every plan
No. 06Questions
Asked before buying.
01Can I edit an invoice after issuing it?
No, and that is the law as much as the product. Cancel it (the number is kept, marked cancelled) and issue a new one, or reduce it with a credit note.
02Do quotations count against my invoice allowance?
No. Only issued invoices are counted.
03Does my client need an account to accept a quotation?
No. The link opens the quotation on its own; Accept or Decline is one tap.
04Are reminders sent automatically?
No. You send a reminder by email for an outstanding invoice when you choose to; nothing chases your clients on its own.