Quotes

Create, send and convert quotes to invoices

Quotes let you record a proposal before invoicing. You use client details, lines and totals just like invoices, then convert accepted quotes into draft invoices.

Open quotes

How it works

The normal route from proposal to invoice.

1 Create a new quote and choose the client. UurKlus copies client details and assigns a quote number automatically.
2 Check the quote date, validity, reference and optional project link.
3 Add lines with description, quantity, price and VAT. Totals are recalculated when saving.
4 Email the quote to your client. UurKlus first preserves the PDF and the content of this version. Sending it again uses the same document.
5 Record an approval you received on the detail page, then convert the quote to an invoice. Lines and amounts are copied.

Main parts

What quotes in UurKlus are about.

Status and approval

Start with an editable draft. Emailing, recording a status or converting to an invoice preserves the version. Recording a status registers your choice; it does not send an email or collect a digital signature.

Lines like invoices

Check descriptions, quantities, prices and VAT as for invoices. Ordinary services to EU consumers receive Dutch VAT as a suggestion; exceptions require assessment. Replace the old generic EU consumer services choice with a specific treatment. OSS/IOSS and margin schemes are unsupported: quotes using them cannot be sent, downloaded or converted. On conversion, recheck the applicable VAT profile, amounts and supply.

Client language

The first issue follows the client language: Dutch or English. A preserved version keeps that language when downloaded or emailed again. Start a new draft version to use a different language.

Convert to invoice

An accepted quote can be saved as a draft invoice. You then finish the invoice as usual.

Versions and historical quotes

Preserved versions lists earlier issues. These are also accessible through the document archive without an active subscription. Old quotes without a preserved PDF receive a labelled historical copy. For empty or unsupported historical quotes, starting a new draft preserves only the historical data as JSON; an original PDF is not invented.

Style your invoices and quotes

Go to Settings → Company → Your document style. Choose Classic, Modern or Minimal, an accent colour and a font. More style options lets you adjust the logo and separate text below invoices and quotes. The preview uses fictional amounts; you can download the actual sample PDF.

Save to apply the style to new documents and editable drafts. Finalised invoices and issued quote versions retain their design. Credit invoices follow the original invoice style. After replacing your company logo, save the document style again. Your own text is not translated automatically.

Set document style

What to watch

These checks keep quote and invoice aligned.

Check client, email address and language before emailing the quote.

Use clear lines; they will also appear on the invoice later.

Watch the quote validity so old prices are not left active by accident.

Only create the invoice once the client has accepted the quote.

Frequently asked questions

Can I edit a quote?

You can change details and lines in an editable draft. After issue, choose New draft version. Earlier PDFs and recorded approvals are retained; a new version does not automatically revoke an earlier approval. A quote converted to an invoice cannot start another version.

Which email address is used?

UurKlus uses the client's invoice email address, or the regular email address if there is no invoice email.

What happens when converting to an invoice?

A draft invoice is created with the same client, lines, VAT and totals. You can then check and finalize that invoice.

VAT, returns and document retention Read the tax guide on VAT profiles, KOR, EC Sales Lists, annual review and return reconciliation, with Tax Administration sources.