BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Basic Module
  • Actions
  • Copy to
  • Advance Payments
  • Sign Documents Online
  • Extensions
  • Extra Text Field above Product Table
  • Add a Site or Delivery Address
  • Price Segments
  • Units of Measure

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  1. BASIC MODULES

Proposals

PreviousHow Can I Update My Product List (e.g. Price Changes)?NextInvoices

Last updated 2 years ago

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Basic Module

Via the proposals module you can make price offers for your customers. The document structure is similar to that of an invoice. For the detailed information per field we therefore refer to the manual ''.

Once your proposal is created, additional functions are available through the blue 'Action' button and the green 'Copy To' button.

Actions

Via the blue 'Actions' button you can:

  • change the status of your proposal to 'Sent';

  • change the status of your proposal to 'Refused';

  • change the status of your proposal to 'Accepted'.

Copy to

Using the green 'Copy to' button, you can easily copy your proposal to:

  • a new proposal;

  • a new advance invoice;

  • a new invoice.

Advance Payments

Advance invoices are not considered separate documents in BestInvoicing, but they're actually regular invoices. However, they're made available in BestInvoicing to facilitate follow-up. You can create one or more advance invoices from a proposal and choose a fixed price or percentage amount as advance invoice.

  1. When you want to create a final invoice after delivery of the products or services, go back to the original proposal and copy it to a regular invoice.

  2. The advance payment amount(s) will automatically be deducted, so that the sum of both invoices equals the proposal amount.

  3. You can also create multiple advance invoices if payment is made over multiple installments.

Sign Documents Online

BestInvoicing allows a customer to digitally sign a proposal; this works based on a sign button that's automatically generated in an email.

In the customer's mailbox, such email may look like this:

When the customer clicks the blue button in the email, the invoice opens in a BestInvoicing-styled tab. To the left there's a signature window, where the customer can add a signature via mouse movement or touchpad. He/she will also need to type in their full name, then click 'Agree and Sign Document'.

After signing, the status of the proposal in BestInvoicing automatically changes to 'Accepted'. You will also be notified by email of the signature/acceptance.

Once the customer accepts the proposal by online signature, you can no longer modify it (see padlock symbol).

However, by clicking the padlock you can unlock the document again. The status of the document remains 'Accepted', but the signature of the customer will be removed. Pay special attention to this!

A more correct way to modify or update an accepted proposal is to copy the existing proposal to a new one, and have it signed again.

Extensions

Extra Text Field above Product Table

Add a Site or Delivery Address

Price Segments

Units of Measure

send your proposal ( or );

You can also copy proposals to an , , , , or but these are extensions that you need to activate first in BestInvoicing.

This advance invoice ends up in the list of regular invoices, where you can also use the options for .

BestInvoicing offers the possibility to add additional text at the top of your documents (e.g. your invoice). This can be done via an additional free text field at the top of the document where you can enter any kind of information. This text field is located between the general document data and the table with product lines. about the activation of this additional text field.

It is possible to display a construction/installation site address or a delivery address on your proposals, if it differs from the billing address or customer address. Activating these fields will then display the construction site or delivery address, next to the actual billing address. how to add such alternative addresses.

If you have activated the 'Price Segmentation' app, your proposal price will automatically be adjusted based on the price segment to which your customer belongs. You can create different price segments per product. how to do this.

If you have activated the app 'Units of Measure', you may use it with the products in your proposals. Add units of measurement to the quantities on your price offers. about units of measure.

via e-mail
regular mail
order confirmation
delivery note
cash register ticket
payment request
purchase order
task
payment follow-up
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Invoices
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