Quotes

A quote is an offer you send a customer before the sale: it describes what you're going to invoice and at what price, but it isn't an invoice yet. Aikount lets you prepare quotes and, when the customer accepts, turn them into an invoice without retyping anything.

What it is and isn't#

• A quote doesn't generate output VAT or a journal entry: it's a proposal, not a recorded operation.
• It does not appear in your sales KPIs or in the tax models.
• Only when it's converted into an issued invoice does it enter the books and the VAT.

That sets it apart from an invoice, which does run the draft → issued → paid cycle and does impact your accounts (see Create an invoice).

How it's built#

A quote is built just like an invoice:

• A customer (contact), whose tax details are taken from it. See Customers and contacts.
• Lines with description, quantity, price and tax rate.
• The computed totals (base, VAT and IRPF where applicable), so the customer sees upfront what it will cost.

Turning a quote into an invoice#

When the customer accepts, you convert the quote into an invoice:

• The customer and lines are reused, with no re-entry.
• The invoice enters the normal cycle: you issue it and it generates its journal entry, its output VAT and its receivable.
• From there, you share it via its public link and mark it paid when the payment arrives.

Converting a quote doesn't duplicate data: the quote remains the origin and the invoice is the definitive document that counts for your accounting and taxes.

Typical flow#

1. You prepare the quote and send it to the customer.
2. The customer accepts it.
3. You convert it into an invoice and issue it.
4. You follow the usual sales flow: VAT and IRPF, payment and reconciliation.