Sales & funding
Quotes and invoices
Edit quotes sent for signature, convert them into invoices, and generate invoices from the funded enrolments of a session.
Updated on June 4, 2026
Quotes (/devis) and invoices (/factures) cover the sales cycle, from proposal to payment, with sequential, gap-free numbering.
Edit and send a quote
The quote editor offers free lines (with an optional link to a training) and computes net / VAT / gross totals live. The quote is rendered as a PDF (preview in a side panel) and can be sent for signature via Certeef Sign. When sending, you can edit the email (recipient, subject, body) — see the reusable template in communication.
A signed quote automatically moves to accepted. Deleting a quote is restricted to drafts (preserving the audit trail).
Invoices
An invoice is created manually, by converting an accepted quote, or from a session (grouping funded enrolments by company). On issuance, the number is allocated and the lines frozen. The invoice is emailed with a download button (signed link, no attachment). Credit notes (full or partial) and payment entry automatically recompute the balance and status.
Next step
Record funding in manage funding, then prepare your financial and BPF exports.
Frequently asked questions
- How does a quote become an invoice?
- A signed quote automatically switches to "accepted". You can then convert it into an invoice — conversion is restricted to accepted quotes. Numbers are sequential with no gaps.
- Can invoices be created from a session?
- Yes. From a session's Funding section, priced enrolments are grouped by company: one draft invoice per company, one line per learner.