> ## Documentation Index
> Fetch the complete documentation index at: https://docs.horizonmanaged.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quotes & invoices

> Build price quotes with online e-signature approval, convert them to invoices, and track payments, credit memos, and AR aging

Billing is NEXOS CORE's quoting and invoicing system. Build a price proposal,
send it for online client approval with a captured e-signature and full audit
trail, then convert the approved quote into an invoice — and track payments,
credit memos, and outstanding balances from there.

Quotes live at `/quotes`, invoices at `/invoices`.

## When to use it

* Propose priced work and get documented client sign-off.
* Let clients approve online — adjusting quantities and opting into optional
  line items themselves.
* Bill approved work and track paid vs. outstanding.
* Issue refunds or adjustments via credit memos.
* Review who owes what, by age bucket.

## Quotes

Build quotes with sectioned line items, percentage or fixed discounts, tax,
optional and quantity-adjustable lines, validity dates, and a PO-required flag.
Quotes are **versioned** — revise and revert to an earlier revision, or duplicate
an existing quote.

### Online approval + e-signature

Send a quote and the client opens a secure, tokenized approval page where they
select any optional or adjustable lines, then sign:

<Steps>
  <Step title="Client reviews and selects">
    On the approval page the client picks optional lines and adjusts quantities
    where allowed.
  </Step>

  <Step title="Client signs">
    They enter name, title, and email and draw a signature. The signature,
    consent text, IP address, and timestamp are captured for the audit trail.
  </Step>

  <Step title="Quote is approved">
    The quote flips to **Approved**, the line selections persist, and audit
    entries are written. Staff can also manually approve when needed.
  </Step>
</Steps>

You can also generate a contract directly from an approved quote (see
[contracts](/legal/contracts)).

## Invoices

Generate an invoice from an approved quote — it copies **only the accepted
lines** (honoring client quantities, skipping unselected optional lines),
recomputes totals, and sets the due date from the payment terms. Invoices move
through draft → sent → viewed → partial → paid, and can be voided, duplicated,
or printed.

### Payments and credit memos

Record payments (check, ACH, wire, credit card, cash) — the balance due and
status update automatically. Issue credit memos against an invoice to apply a
refund or adjustment.

### AR aging

The aging report (`/invoices/aging`) buckets outstanding balances by due date —
Current, 31–60, 61–90, and 90+ days — per company.

## Draft a quote from a call transcript

Paste or upload a `.txt`/`.md` sales-call transcript and Nexie drafts a quote
with line items against your product catalog.

<Note>
  The transcript-to-quote feature needs your tenant's Claude API key
  (Settings → Integrations).
</Note>