An offer (quote) is its own document type in Billance that lets you give customers a non-binding price quote before it becomes an invoice. Offers go through their own status workflow and can be converted into an invoice with a single click.
Creating an Offer
- Click + in the tab bar or use the button in the empty state and choose Offer
- Fill in the recipient, line items, and texts just like for an invoice
- Fill in the Valid until field. Without this date, saving only shows a warning, but it is required for PDF generation
- Offers have their own number range series (format ANG-…), which you can adjust under Settings → Number Ranges
Finalizing & Sending
- A new offer starts as a draft and can still be freely edited
- Using the status menu in the header, you finalize the offer. This locks the offer number and moves the status to Open
- After that, you can generate the PDF, print it, or send it directly
Managing Status
From the Open status onward, explicit actions are available in the editor's status menu and in the explorer's right-click context menu:
- Mark as accepted – the customer accepted the offer
- Mark as rejected – the customer declined
- Mark as expired – the offer is no longer current
In addition, Billance automatically marks an open offer as Expired once the date in Valid until is in the past.
Converting to an Invoice
For offers in status Open or Accepted, the Convert to invoice action is available — both in the editor's header action menu and in the explorer's context menu.
- A new invoice draft opens, carrying over the line items and design of the offer
- The subject automatically references the original offer number (e.g. "Invoice for offer ANG-1000")
- A document chain links both documents: the invoice shows a reference back to the source offer
- As soon as you finalize this newly created invoice, Billance automatically marks the related offer as Invoiced
An offer that has already been rejected, expired, or invoiced can no longer be converted.
Templates & Design
- Offers have their own default offer template, which is applied automatically when no other offer template is active
- You can create your own offer templates and set one as the default
- Header and footer texts can be maintained through dedicated text templates for offers, independent of the text templates used for invoices
- The PDF of an offer shows the offer number, offer date, and valid-until date. There is no payment block, since an offer is not a request for payment
Good to Know
- Offers are never e-invoices – there is no e-invoice toggle, since offers are not legally invoices
- An offer has no payment due date, since it does not (yet) represent a request for payment