Goods and services
Use the relevant product or service lines. Review the quantity, selected options and price, especially when an addition changes what will be delivered.
Catalog choicesOffers · Orders · Invoices
A clear offer.
A clear balance.
Prepare a price offer or customer invoice in the same SABSUS workspace as your catalog, customers and orders. Review the proposed work before saving the document, then keep the agreed scope and payment context available to the team that delivers it.
- Define the requestThe customer, products or services and relevant details.
- Prepare the offerReview quantities, prices and the document before saving.
- Agree the workKeep the accepted scope clear in the working order.
- Review the balanceDistinguish the invoice amount from confirmed payments.
The document describes the same work as the order.
A service estimate is useful when the customer and team understand what it includes. Keep the proposed items, quantities and customer context together. SABSUS price-offer and invoice workflows sit alongside the order workspace rather than a separate customer list.
Customer invoices
Prepare the document with the correct customer and commercial details. An invoice records the amount requested; a payment is a separately confirmed event.
Financial recordsUseful document output
Use the available document and PDF workflows to present the information. Check long descriptions, multiple lines and required company details in the final output.
PDF documentsFollow-up with context
Keep responsibility and the next action with the customer. Sales staff follow up on the proposal while the delivery team works from the agreed order.
Sales pipelineA service job with an advance payment.
Illustrative example, not a live priceA customer agrees to $600 of work and pays a confirmed $150 deposit. The balance is $450. Later, an approved $80 addition makes the total $680 and leaves $530 after the same deposit. The additional work and its acceptance should be clear before proceeding.
Use the actual taxes, discounts and payment rules for a real document. A change of scope must not cause the original deposit to be charged again. A revised PDF does not by itself prove customer approval.
| Record | What it describes | What it does not prove |
|---|---|---|
| Price offer | Proposed work and price | Acceptance, reservation or payment |
| Working order | Assigned work or fulfillment | Collection of the full amount |
| Invoice | Amount requested from the customer | Successful payment processing |
| Confirmed payment | The transaction and resulting balance | Physical delivery or service completion |
Use the workflow that matches your business.
A field-service company can prepare the proposed job and materials. A supplier can quote products and quantities. An appointment business can explain services and an advance payment. Each retains its own fulfillment requirements while using shared customer and document context.
Document fields, numbering, taxes, delivery channels and acceptance procedures are configured for the business. A PDF builder alone does not guarantee jurisdiction-specific invoicing compliance or automatic recurring collection.
Questions about offers and invoices
Does saving an offer create a paid order?
No. Preparing a proposal, accepting it, creating the order and collecting payment are distinct actions. Review the configured transitions rather than assuming one document completes them all.
Can we use our own layout?
SABSUS provides document and PDF tools. Check the fields and layout with a representative multi-line example before using the template with customers.
Can the customer pay in person?
Use an available supported payment setup, including compatible readers or Tap to Pay where configured. Check the amount and result against the correct order.
Bring an estimate your team prepares repeatedly.
Review its customer details, items and payment terms as a complete workflow, including one change to the agreed work.
Discuss offers and invoices