# Quote, order, invoice in one process

> One click turns the quote into an order, and the order into an invoice. With online acceptance, deposits, collective and recurring invoices, ZUGFeRD, XRechnung.

Source: https://1x1it.de/en/workorderagent/auftragsverwaltung/angebot-auftrag-rechnung/

Quote, order confirmation and invoice are stages of the same process. Line items, prices, customer and tax move along with it. You never type anything twice.

[Try it free for 20 days](https://1x1it.de/shop/)
[All order management features](https://1x1it.de/en/workorderagent/auftragsverwaltung/)

Quote to invoice Order

- **Documents:** quote, order, invoice, credit note
- **Conversion:** one click
- **Acceptance:** online by the customer
- **Formats:** PDF, ZUGFeRD, XRechnung
- **Numbers:** per company, without gaps

## The path of a process

The process stays the same record. Only its status changes.

- Create a quote: Mix items from your catalogue, free line items, hourly rate, travel and flat fees as you like. Mark-up rules from the sales price scheme apply automatically.
- Send the quote: The PDF goes to the customer by email, with a link to accept it online. In the customer portal, the customer signs with a mouse or touch screen.
- Confirm the order: When the customer accepts, one click creates the order confirmation. The signed quote is stored in the DMS with the order.
- Bill the job: Hours, materials and travel from the timesheet become invoice line items. After sign-off, the invoice is ready straight away.
- Track payment: Bank reconciliation detects the incoming payment. If it does not arrive, reminders are one click away.

## Invoices for every case

Not every order ends with a single invoice for the full amount.

- Prepayment and deposit: Deposit as a percentage or a fixed amount, plus payment terms. The remaining amount is calculated on the final invoice.
- Collective invoices: Several jobs or orders for one customer on one invoice.
- Recurring invoices: Recurring contract invoices with placeholders such as {monat}, {jahr} and {quartal} (month, year, quarter) in the text.
- Trades invoice: The note required under § 35a (the German tax deduction for trades services) is added automatically.
- Tax rates per line item: 19 %, 7 %, reverse charge under § 13b and § 13b for construction services.
- E-invoice: ZUGFeRD as a PDF with embedded XML, or XRechnung as pure XML (the German e-invoice formats). More on the [e-invoice](https://1x1it.de/en/workorderagent/e-rechnung/) page.

## The order the tax office expects

- Number ranges per company: Quote, order, invoice and credit note with their own prefixes and number of digits, without gaps.
- Status workflow: Open, in progress, waiting for material, completed, invoiced, paid.
- GoBD-compliant: Lock period on documents and a change log, as required by GoBD (German rules for digital bookkeeping).
- Sending from the system: Your own SMTP server per company, editable email templates, a copy to your own mailbox.

## Related

[Customer portal Accept quotes online](https://1x1it.de/en/workorderagent/auftragsverwaltung/kundenportal/)
[Sign-off Signature on site, invoice straight away](https://1x1it.de/en/workorderagent/auftragsverwaltung/abnahme/)
[Dunning Open items and three reminder levels](https://1x1it.de/en/workorderagent/erp/debitoren-kreditoren/)
[Order management From quote to paid invoice](https://1x1it.de/en/workorderagent/auftragsverwaltung/)

## One process instead of three programs?

Try the WorkOrderAgent free for 20 days, or let us show you the path from quote to invoice using your own business.

[0173 644 22 17](tel:+491736442217)

[Request a demo](https://1x1it.de/en/kontakt/#anfrage)