Quotes & Invoices

Open a job and go to Documents

Inside the job card, open the Documents section. Your quotes and invoices are created here.

Create a Quote

Select Quote as the document type. Agency OS pre-fills the line items from your job data. Review, adjust, and export as PDF.

Send the quote to your client

Download the PDF and send it by email. Once accepted, you are ready to invoice.

Create an Invoice

After the job, select Invoice. The data is already there — check the line items and click Export PDF.

E-Invoice (ZUGFeRD / XRechnung)

For German B2B clients, the exported PDF automatically contains a ZUGFeRD-compliant XML file. No extra steps needed.

Issue a Storno (cancellation invoice)

If an invoice needs to be cancelled, create a Storno document. Agency OS generates the correct cancellation document with negative values.