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Invoices, quotes & credit notes
Quotes, invoices, and credit notes share the same editor. This guide is how those types work together once you are inside Documents — including lock, tax, and send.
- 1
Open a document and pick the type
In Documents, start a quote or an invoice and choose the client. Line items, language, currency, and template sit on that document. A quote you later convert keeps the same client and positions.
- 2
Set tax and wording on this document
Use the workspace default, or override tax for this client. Standard VAT, Kleinunternehmer (§ 19 UStG), and reverse charge are the modes tobbli supports. Language and currency follow the client unless you change them here.
- 3
Send locks a sent invoice
Once you send an invoice, it locks. That is deliberate: totals and quantities stay the ones the client received. Do not look for an edit-after-send button — the path is a credit note that references the original.
- 4
Correct with a credit note
Issue a credit note from the sent invoice so quantities and amounts stay consistent with the original. Then send a new invoice if the work still needs to be billed.
Tax on the studio versus on the client
Set your usual mode in settings. If one client is reverse charge or Kleinunternehmer, set it on that client so every new document inherits it. ZUGFeRD and XRechnung are offered when you send, not as a separate product area.
Templates, languages, and the PDF
The app and the PDF run in ten languages, with nine currencies. Pick the template and accent that match the studio, then send. The live preview is the paper — if it looks wrong there, it will look wrong in the inbox.