--- title: "Quote and invoice software with UAE tax invoices | SalexHub" description: "Quotes from your catalog, accepted from a link. Invoices from the accepted quote, payments across several invoices, and UAE tax invoices with a TRN." url: "https://salexhub.com/product/quotes-and-invoices" --- # Quotes & invoices: Quote, invoice and get paid on the same record. Quotes built from your catalog and accepted by your customer from a link. Invoices made from the accepted quote, and payments that settle one invoice or several. Your customer opens the quote from its link and accepts it by typing their name. The quote becomes an invoice, the invoice is issued, and a recorded payment marks it paid. [Start free](https://app.salexhub.com/register) ยท [See pricing](https://salexhub.com/pricing) ## What you do with it **From the first offer to the money in.** - **Products and bundles**: A catalog with prices, costs and a billing frequency, one-time or recurring. Save a quote's lines as a bundle and add them again in one step. - **Quotes**: Lines from the catalog or the deal, discounts, tax, terms and a validity date. Marking a quote sent locks it, and a new revision keeps the one before. - **Accepted from a link**: Share a link: your customer reads the quote, downloads the PDF and accepts by typing their name. You see when it was opened. - **Invoices**: Create the invoice from the accepted quote. Issuing stamps the date and locks it, Overdue shows from the due date, and a UAE issuer with a TRN prints a tax invoice. - **Payments**: Record a payment against one invoice or several, in part or in full. An invoice settled in full turns Paid, and voiding the payment reopens it. - **Currencies and the issuer**: Each document has one currency and the legal entity that issues it, with that entity's numbering. Daily exchange rates convert totals into your reporting currency. ## The Agent here **The Agent does the paperwork.** It drafts a quote from a deal and an invoice from an accepted quote. Sharing, issuing and recording a payment wait for your approval unless the mode is Full autonomy. Tools from the product's registry that the Agent uses here: - `quote.create_from_deal`: Drafts a numbered quote from a deal's lines. Asks in the default mode, Ask every time; runs from Auto inside the organization. - `quote.revise`: Opens a new revision of a sent or accepted quote. Asks in the default mode, Ask every time; runs from Auto inside the organization. - `invoice.create_from_quote`: Creates the invoice from an accepted quote. Asks in the default mode, Ask every time; runs from Auto inside the organization. - `quote.share`: Creates the link your customer opens. Asks unless the mode is Full autonomy. - `invoice.issue`: Issues an invoice, which stamps its date and locks it. Asks unless the mode is Full autonomy. - `payment.record`: Records a payment against invoices. Asks unless the mode is Full autonomy. ## Connected **Documents that know where they came from.** - [CRM](https://salexhub.com/product/crm): A quote starts from a deal and its primary contact, and an accepted quote becomes the deal's working lines. - [Purchasing & stock](https://salexhub.com/product/purchasing-and-stock): A delivery names the invoice it fulfills, and each product shows what is on hand. - [Control & audit](https://salexhub.com/product/control): An approval rule can hold a quote above a discount, or any step of a document, until someone approves it. - [Workflows](https://salexhub.com/product/workflows): A workflow can start when a quote is accepted or an invoice is issued. ## Control **Sent quotes and issued invoices are locked.** - Numbers come from the system, per issuer and year: the issuer's prefix, the year and four digits. - A quote changes by a new revision. An invoice is corrected by voiding it and issuing a new one. - The seller's details are copied onto the invoice when it is issued, so later edits do not change it. - Voiding an invoice or undoing a payment mark is for Owners and Admins. - Your customer's page shows the document and nothing else, never cost or margin, and it stores no IP address. ## Recent changes - 2026-10-08 (Quotes & invoices): **Document templates.** Build a document out of blocks, keep every publish as a version, and choose the template a quote or an invoice uses. - 2026-10-08 (Quotes & invoices): **The legal entity's brand on the page.** A legal entity carries its mark, its brand colour and its fonts, and the preview shows the paper before anything is sent. - 2026-10-08 (Quotes & invoices): **A preset for a customer.** A customer can have a document preset of its own, and the page where they read a quote shows the same paper as the PDF. - 2026-10-08 (Quotes & invoices): **Paper in two languages.** A document can be issued in two languages, and in the UAE an Arabic side can be added, in the words the law uses. All changes: [Changelog](https://salexhub.com/changelog) ## Read more - [Set up your organization](https://salexhub.com/docs/get-started/set-up): Complete your legal entity before the first invoice, and why it comes first. - [Approval rules](https://salexhub.com/docs/control/approval-rules): Hold an act above a threshold in your currency until the right people say yes. - [Webhooks](https://salexhub.com/docs/developers/webhooks): A signed delivery to your endpoint when an invoice is issued, paid or voided. --- The same page for people: https://salexhub.com/product/quotes-and-invoices. Index of this site for agents: https://salexhub.com/llms.txt