Belege
Quote, Rapport and invoice for electricians — one editor
The three are the same Beleg with a different kind, so they are the same editor too. What the customer sees, they see through a link and sign on whatever device is in their hand.
What you do with it
Quote, Rapport, invoice — one editor
Positions and structure
Groups and titles number themselves, and the article number is searched in the row — by NPK too, with the IC column for the installation code. You move through the positions by keyboard.
Calculating with margin
Quick calculation, target margin and mark-up, the margin per position and labour hours with a Funktionsstufe. The price dials sit under the quote.
What the trade requires
Akonto, Skonto, Regie, variations, partial invoices, Rückbehalte and guarantee periods. The invoice comes with a QR invoice, with TWINT if you want, and in the customer's language.
Acceptance through a link
The customer sees the quote through a link and signs on the device or accepts by email; the order confirmation goes out by itself. When the quote went out, and to whom, is shown beside it.
Everything in this area
- Quote
- Invoice
- Rapport
- Positions and structure
- Groups and titles number themselves
- Copy a position
- Search the article number in the row, NPK included
- An IC column with the installation code
- Through the positions by keyboard
- Quick calculation
- The price dials under the quote
- A target margin beside the mark-up
- The margin per position
- Labour hours with a Funktionsstufe
- Customer discounts
- Akonto
- Skonto
- Regie
- Variations
- Partial invoice
- Rückbehalte
- Guarantee periods
- QR invoice
- Paying with TWINT
- Customer view through a link
- Signature on the device
- An order confirmation when the customer accepts
- Acceptance by e-mail
- Split one quote into several Rapporte
- The Ausmass writes its quantities into the quote
- A purchase list for the quote
- A Beleg in the customer's language
- Opening and closing text
- Sent as a PDF
- When the quote went out, and to whom
- Tenders
- Cost plans
- Service packages
Matching integrations
Related articles
- Invoicing as an electrician: what must be on it, where it comes from and when it is due
- Asking for an Akonto as an electrical contractor: what the law provides — and what it does not
- Quote variations: fixed price, cost estimate or Regie — which pricing form decides about extra work
- NPK costing for electrical contractors: how a line item becomes a price
Better seen than read
45 minutes using one of your jobs: from capture on site through to the certificate and invoice.