Quotes & invoices

Quotes and invoices connected through a real business workflow.

The commercial document should not be an isolated final step. VELDIGO keeps the customer, items, source context and next step visible as work moves forward.

Quote → Work order → Invoice.

Quote

Define the proposed work, items and commercial value.

Work order

Turn accepted work into an operational document.

Invoice

Create the billing document with due date, status and outstanding amount.

Reuse customer and catalog data.

Instead of entering the same identities and product/service descriptions repeatedly, prepare the customer and Catalog once and reuse them as the workflow progresses.

Business context stays on the document.

Document numbers, status and dates make the record understandable later. PDF export and Windows printing make it usable outside the application.

Invoicing is not finished until collection is visible.

After issuing the invoice, record partial or full payments so the outstanding amount and reports reflect the actual collection state.

Next step

Continue from document to payment.

Open the Payments module or see the complete business workflow.