What happens if I archive a quote?

If you archive a quote, it remains available in your Moneybird account. Archived quotes have a separate status so you can immediately see that there is no further action needed. If you want to use the quote again, you can duplicate it to create a new one. You'll get a new quote with the same details.

Can an accepted quote still be cancelled?

You can no longer adjust an accepted quote. However, you can open the quote and duplicate it via Extra. A draft quote will be created with the same content. You can make changes to this draft and resend it for approval. You can then delete or archive the original quote via Extra.

Can I add extra information to the invoice?

If you want to add extra text to your invoices, you can do this in several ways: You can create an extra field, use an invoice line as a text line, or add extra information in the footer.

Can I add my customer’s VAT number to the invoice?

If you're using a VAT rate where the VAT number is required, Moneybird will automatically add this to your invoices. All you need to do is enter the VAT number in your contact details. If you haven't filled in the VAT number, you'll get an error message when sending.

I deleted an invoice by mistake, can I recover it?

If you've deleted an invoice, it cannot be recovered through Moneybird; the deletion is permanent.

Smart quotes and invoices. With a professional look.

Your quotes and invoices always contain the correct information
Use your own personal style with ease
Allow your customers to pay and sign online

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Creating quotes and invoices in Moneybird

Moneybird ensures that your quotes and invoices always contain the correct information. You can easily create your own house style for a professional look, offer options your customers can select, allow them to sign online, and turn your quote into an invoice with just one click. Everything is taken care of easily in Moneybird!

Your own professional style

Create your quotes and invoices in your own professional style. Use your logo, font, and colours, or upload your own stationery.

Error-free invoicing

No more mistakes on your invoices. Moneybird ensures the correct invoice number, VAT rate, and that all important information is on the invoice.

Clear workflow

For example, have your customers sign quotes online, convert them into invoices with a single click, and let Moneybird automatically send reminders.

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Within 2 minutes, error-free invoices and quotes

Create invoices and quotes in a flash. No more mistakes in invoice numbering, and have reminders sent automatically.

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Would you too like to send professional quotes and invoices with ease?

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