What to put on a quote
| Detail | Why it matters |
|---|---|
| Your business name, ABN and contact details | The customer knows who they're dealing with and how to say yes |
| The customer's name | Makes it clear who the price is for |
| Each item with a description, quantity and price | Avoids "I thought that was included" later |
| GST, if you're registered | The customer sees the full price they'll actually pay |
| A "valid until" date | Protects you if material prices or your schedule change |
The checklist beside the preview ticks these off as you type.
From quote to invoice in one click
When the customer accepts, press Convert to invoice. The customer and every item carry across, the invoice gets its own number and today's date, and the quote number goes in the reference so you can match them later. Quotes are numbered Q-0001, Q-0002 and so on, separately from your invoices.
A quote isn't a tax invoice, so you don't need to meet the tax invoice rules until you invoice. Once you convert it, the invoice checklist shows anything the ATO requires that's still missing.
Questions people ask
What's the difference between a quote and an invoice?
A quote is a price offered before the work, usually valid for a set time. An invoice asks for payment after you've agreed or done the work. If you're registered for GST, the invoice must meet the ATO's tax invoice rules.
How long should a quote be valid for?
Many businesses use 14 or 30 days, and longer for big projects. Choose 14, 30, 60 or 90 days and the "valid until" date is worked out for you.
Should a quote include GST?
If you're registered for GST, show it, so the customer sees the full price. If you're not registered, don't add GST.
How do I turn a quote into an invoice?
Press "Convert to invoice". The customer and items carry across, the invoice gets its own number and today's date, and the quote number goes in the reference.
Can I add my logo to a quote?
Yes. Drop, paste or choose your logo. The template colour can match it, and it's never uploaded.
Sources and limits
- ATO: Tax invoices
- ATO: Registering for GST
- ABN Lookup to confirm an ABN is active
The ABN check only confirms the number is in a valid format. This tool uses the standard 10% GST rate and is general information, not tax or legal advice.