Recorded acceptance and rejection
Who accepted, when and which version of the document they accepted. The commercial record is frozen at that point.
440Quotes and pro forma invoices
Quotes and pro forma invoices
A quote is not an invoice and should not touch the accounts. It remains in its own workflow until a person decides otherwise.
Quote sentFusteria Ordino SL · expires in 12 daysP-2026/00924.850,00Accepted
Pro forma invoice for advance paymentTaller Canillo SLPF-2026/00311.254,00Sent
Draft quoteNot yet numbered—2.100,00Draft
None of these documents generate journal entries.
Quotes and pro forma invoices
What exactly does it do?
Commercial documents with separate numbering and controlled conversion into invoices.
- Quotes with explicit statusDraft, sent, accepted or rejected. The status is explicit and recorded with the date of every change.
- Pro forma invoices for advance paymentThe document you need when a customer must pay in advance, without recognising accounting income prematurely.
- Separate numbering, assigned on sendNumbering series are independent from invoices. The number is assigned when the document is sent, not when its draft is created.
Sales invoice series
F-2026/0184Issued
AEstudi Meritxell SLU
Invoice toFusteria Ordino SLNRT L-712345-CAv. Meritxell 24, Andorra la VellaPaymentBank transfer · 30 daysAD•• •••• •••• •••• •••• 4471
| Description | IGI | Amount |
|---|---|---|
| Web design and developmentCorporate site and contact form | 4,5 % | 900,00 |
| Monthly maintenanceJuly 2026 · hosting and backups | 4,5 % | 300,00 |
Taxable amount1.200,00
IGI 4.5%54,00
Total1.254,00 €
Review
Reviewed by your accounting firm
M. Font · 25/07/2026
02
More detail
Controlled expiry
Quotes can expire on their own. An expired document does not become an invoice by mistake.
Conversion to draft, not invoice
Conversion copies the content into a reviewable draft. It assigns no invoice number and posts nothing until the invoice is issued.
Try it with your data.
Create an account, issue a document and inspect the result. If AndCompta is not right for you, export your data and leave.