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Proforma quotes you can revise, converted to GST invoices when the customer agrees.
A quote is a proforma with HSN or SAC codes, GST rates and a validity date, converted to a tax invoice when the customer agrees.
Most service businesses quote before they bill. In Fint a quote is a proforma invoice: it has lines, an HSN or SAC code on each line for GST documents, a GST rate per line, a validity date and terms. The validity date is when the offer lapses, not a due date, because nothing is owed on a quote.
When the customer agrees, the proforma is converted to a tax invoice. Documents are produced as PDFs, and invoices in foreign currency use the exchange rates kept in Fint.
Edits change a working copy; the customer keeps the last sent revision until Send.
Changing a price, adding or dropping a line or moving the validity date edits the working copy. The customer keeps the revision they were last sent until a person presses Send.
Every sent revision is kept, showing what was quoted at each stage.
Each sent revision is kept, so you can see what the customer was quoted at each stage of the conversation.
Withdrawn or converted quotes cannot be revised.
A quote that was withdrawn or already converted to an invoice cannot be revised.
Fint scans 18 months of invoices for repeats not yet set up as recurring.
Fint scans the last 18 months of issued invoices for ones raised to the same customer for the same thing monthly, quarterly, half-yearly or yearly, which are not yet set up as recurring.
Suggestions only; a person turns one into a recurring invoice.
These are suggestions only. Turning one into a recurring invoice is done in Fint under Invoices, Recurring.
Catalogue items keep past prices for when customers ask what they paid.
Catalogue items keep their price history, which helps when a customer asks what they paid last year.
An assistant can draft invoices and revised quotes, but drafts wait for a person to send, and it cannot send, void or delete.
An AI assistant connected to Fint can draft an invoice or a revised quote from what you tell it. A drafted invoice stays a draft until a person sends it, and the agent cannot send, void or delete any document. Read more on AI proposals confirmed by a person. Invoices flow into GSTR-1 tables and the customer ledger, and payments are matched through bank reconciliation.
No. Revisions change the working copy only. The customer receives a new revision when a person presses Send in Fint.
Yes. Invoices from another system can be brought in with their original numbers, so your series stays intact.
No. A proforma is a quote. Tax invoices are what feed the GSTR-1 tables.
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