Extra lesson: Making quotes and credit notes in BoekBrug

Two handy extras around your invoices: the quote (beforehand) and the credit note (to correct).

What you learn

Convert a quote to an invoice, and make a credit note.

Making a quote and converting it

1. Go to New invoice and choose the type quote.
2. Fill in the same lines as for an invoice and send the quote to your client.
3. Agreed? Convert the quote to an invoice with one click — the details stay, and the invoice gets its own number.

Making a credit note

1. Open a sent or paid invoice under My invoices.
2. Choose make credit note. This is a kind of negative invoice that corrects the first one.
3. The credit note gets its own number, so your admin stays correct.

Tip

Use a credit note for a mistake or a return — never change an invoice you already sent. More explanation: How to write a quote and How to make a credit note.

Back to the course overview.