Offers & Quotes

Create offers and convert accepted quotes into invoices.

Offers & Quotes

With Lumabill PRO, you can create professional offers and quotes and convert them into invoices with a single click once accepted. This saves time and gives you a clear overview of your entire order workflow.

This feature requires a PRO subscription.

Why Use Offers?

Before delivering a service, many clients want to see a binding offer first. With Lumabill, you create offers in the same familiar editor as invoices -- the same line items, the same formatting, the same professional appearance.

Benefits:

  • Professional impression with your clients
  • Seamless workflow from offer to invoice
  • Time savings by carrying over all line items during conversion
  • Status tracking -- always know where each offer stands

Creating a New Offer

  1. Navigate to Offers in the dashboard
  2. Click New Offer
  3. Select an existing client or create a new one
  4. Add line items -- just like with an invoice
  5. Set a validity date
  6. Save the offer as a draft

Creating an offer

Tip: Set a realistic validity date (e.g., 30 days). This lets the client know how long the offer is valid.

Offer Statuses

Every offer goes through the following statuses:

  • Draft -- Not yet sent, fully editable
  • Sent -- Delivered to the client, awaiting response
  • Accepted -- The client has accepted the offer
  • Declined -- The client has declined the offer

Sending an Offer

Sending an offer works the same way as invoices:

  1. Open the offer
  2. Click Send
  3. Review the recipient email address
  4. Click Send

Your client receives a PDF of the offer by email.

Converting an Offer to an Invoice

Once your client has accepted the offer, you can convert it directly into an invoice:

  1. Open the accepted offer
  2. Click Convert to Invoice
  3. All line items, client information, and details are automatically carried over
  4. Adjust the invoice if needed (e.g., invoice date, payment terms)
  5. Save and send the invoice

Tip: You can still adjust line items after conversion -- for example, if the scope of work has changed.

Managing Offers

In the offers dashboard, you can see all your quotes at a glance:

  • Filter by status (Draft, Sent, Accepted, Declined)
  • Sort by date, client, or amount
  • View the total value of all open offers

Tips for Successful Offers

  • Detailed descriptions: The clearer the line items, the fewer questions from the client
  • Set a validity date: Keep offers time-limited
  • Follow up: If an offer has been sent for days without a response, ask politely
  • Clarify terms: Mention payment conditions already in the offer
  • Archive offers: Even declined offers remain stored in Lumabill

What's Next?

Sending InvoicesRecurring Invoices