Quote
Create a clear customer quote with price and validity.
Open toolCleverDocu · Guides
Create invoices and quotes: choose the right document workflow
Distinguish quotes, invoices, receipts and payment reminders before creating a document. Use the existing generators and check amounts, recipient details and required information before downloading the PDF.
The right toolsHow to get started
- 01
Choose a document for the actual transaction, not merely its filename.
- 02
Enter checked contact and service details; verify figures and dates.
- 03
Review the preview and save the finished file with a clearly identifiable name.
The right tools
Invoice
Create a professional invoice with automatic totals and tax calculation.
Open toolReceipt
Create a printable receipt for a received payment.
Open toolPayment reminder
Create a friendly reminder for an outstanding payment.
Open toolCost statement
Create Cost statement online and download it as a PDF or Word file.
Open toolTime sheet
Document project hours professionally for a client.
Open toolA worked example
Create invoices and quotes: choose the right document workflow
For a proposed job, begin with a quote. After the service is delivered, an invoice generator may fit; to acknowledge payment, use a receipt generator. Manually transfer verified information between the separate tools when needed.
Frequently asked questions
Is a generated PDF automatically a structured e-invoice or CFDI?
No. A PDF alone does not establish compliance with a particular electronic invoicing format or official certification. Check the formats and information required by the recipient and applicable country; the generators do not replace that check.
Which amounts can I calculate beforehand?
Use suitable CleverCalc tools for percentage, VAT or hourly-pay calculations. Then copy only the checked values needed for your document; personal inputs are not transferred automatically.
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