Invoicing Express Quotes

The article explains how you can offer smaller, short-term customer requests via express offers directly from tickets, have them approved and then bill them efficiently in invoice verification.

Express quotes make it possible to offer smaller customer requests directly from a ticket at a clearly defined price. Once the customer accepts, they automatically appear in invoice verification and can be billed there.

About Express quotes

What is an express quote?

An express quote is a formal mini quote created from a single ticket. It is suitable for short-term, billable tasks such as bug fixes, small feature enhancements or individual support measures.

The quote combines:

• an estimated time requirement and
• optionally fixed-price products that were assigned to the ticket.

The total amount is offered to and billed to the customer as a single item.

Express quotes enable fast, transparent and clearly approved billing of small additional tasks directly from tickets. Thanks to the automatic transfer into invoice verification, the billing process stays clear and efficient.

Requirements

Express quotes only appear in invoice verification once:

• the customer has accepted the quote and
• the ticket has reached the “Closed” status.

Billing in invoice verification

1. Open Billing > Invoice verification.

2. Select the express quote entry.

3. Check the following in the detailed view:

   • Quote number and title
   • calculated time requirement
   • optional product items
   • Net amount including the Leadtime fee

4. Click “Bill” to create the invoice.

After release, the entry disappears from the list and appears in the Receivables section.

Notes on use

• Use express quotes when customers need price approval before implementation.
• Combine them with fixed-price products to bill flat rates or additional services.
• Document tasks in the ticket in a comprehensible way; the quote documents are stored in an audit-proof manner.

About Express quotes