Quotes and invoices

1. In Quotes, click + New quote («+ Nuevo presupuesto»). A blank draft opens.
2. In Customer («Cliente»), search for the person or company in your CRM by name, tax ID, email or phone. If they are not there, add them first in My CRM.
3. Check the Date («Fecha») and set how long it is valid in Valid until («Válido hasta»). Choose the Language («Idioma») and the Template («Plantilla»: Clásica, Moderna or Mínima).
4. In the lines, write a description or pick a product from your catalogue. Fill in Qty («Cant.»), Price («Precio»), Disc. («Dto.») and tick the Taxes («Impuestos») that apply. + Line («+ Línea») adds more. Below you see the base, the taxes and the total, calculated automatically.
5. If you like, write Notes (the customer sees them) and Terms («Notas (las ve el cliente)» and «Condiciones»).
6. Click Save («Guardar»).
7. To send it, choose Send by WhatsApp or Send by email («Enviar por WhatsApp», «Enviar por email»). It asks for the phone or email (pre-filled if the record has it). You can also click Copy link («Copiar enlace») and paste it wherever you want.

When the customer opens the link, the quote becomes Visto; when they answer, Aceptado or Rechazado. View PDF («Ver PDF») downloads the document.

1. Open it from the list and change what you need.
2. Click Save changes («Guardar cambios»). It warns you that a new version is created (for example, version 2) and that the link will show that one from now on.
3. Confirm. The earlier versions stay saved in the history.

1. Open a quote with status Aceptado.
2. Click Convert to invoice («Convertir en factura»). The new invoice opens, with the same lines.
3. If what you sell is a fee that repeats, click Convert to subscription («Convertir en suscripción») instead (see Subscriptions).

1. In Invoices, click + New invoice («+ Nueva factura»). A draft opens.
2. Choose the customer, check the Date and the Due date («Vencimiento»), and fill in the lines as in a quote.
3. If your customer has no tax ID, tick Simplified invoice («Factura simplificada»; only valid up to a maximum amount).
4. Click Save, and check the result with View PDF if you want.
5. Click Issue («Emitir»). It warns you that the invoice number is assigned and that it can no longer be edited: any later change will be a credit note. Confirm.
6. Send it with Send by WhatsApp, Send by email or Copy link.

An issued invoice is locked on purpose: it is a legal document.

1. Open the invoice from Invoices.
2. Click Record payment («Registrar cobro»).
3. You are asked one question after another: the amount collected (the pending amount is pre-filled), the method (transfer, bizum, cash, direct debit or other) and a reference or note, which is optional.
4. If you only collect part of it, the invoice becomes Cobro parcial. When it is complete, it becomes Cobrada.

If the invoice has a saved card, you will also see Charge now («Cobrar ahora») with the last digits of the card. It asks you to confirm the amount. If the bank asks the customer to confirm, they get it through the invoice link and the payment closes by itself.

1. Open the invoice that was paid by card.
2. Click Refund (Stripe) («Devolver (Stripe)»).
3. Enter the amount to refund (it cannot be more than what was collected).
4. In Payments the refund shows in negative, in red.

• Correct it: open the invoice and click Rectify («Rectificar»). Choose total or partial (in that case, enter the base amount to credit) and the reason: data error, return or discount. A credit note linked to the original is created.
• Cancel it: click Cancel («Anular»). A credit note is issued for the full amount and both end up cancelled. If you had already collected something, the panel tells you what has to be refunded; when you refund it, record it as a negative payment.
• Delete a draft: if it is not issued yet, the same button says Delete («Borrar»).

Overdue invoices appear in red and in the Sales summary. Reminders to the customer go out automatically, according to what you set in Sales settings (channel and days). If you want to insist yourself, open the invoice and click Send by WhatsApp or Send by email again.

1. In Invoices, click Export month (CSV) («Exportar mes (CSV)»).
2. A file downloads with the invoices and credit notes issued this month, which any spreadsheet can open.

1. Open Payments.
2. At the top you see how many movements there are and the net total. Each row has date, customer, invoice (with a link), method and reference.
3. To record a new payment, do it from the invoice, not from here.

1. Open Checkouts and click + New payment page («+ Nueva página de pago»).
2. Write the Name («Nombre», the customer sees it) and, if you like, the Description («Descripción»). The Link («Enlace») is created from the name; you can change it.
3. In Payment type («Tipo de pago») choose Pago único (one-off) or a subscription (every week, month, quarter, year…). With a subscription, it charges now and then automatically, with the card the customer saves when paying.
4. In What is paid for («Qué se paga»), write the Item («Concepto»), the Quantity, the Price excl. VAT («Precio sin IVA») and the Tax. + Line or + From your products… add more.
5. Tick whether you want to Ask for phone and Ask for address («Pedir teléfono», «Pedir dirección»). You can set a Message after paying («Mensaje al pagar»), a web address to send the customer to afterwards, a Maximum sales limit and an Available until date.
6. Click Save.
7. On the page's card, click Copy and paste the link into a WhatsApp, an email or your website. View («Ver») lets you check how the customer sees it.

Whoever pays gets their invoice and, if it was a fee, the subscription is created, without you doing anything.

• Pause / Activate: a paused page stops accepting payments but is not lost.
• Edit: change what you need and save.
• Delete: if it has already sold, it is not deleted: it is paused. If it has sold nothing, it is deleted and the link stops working.