Quotes, invoices, contracts
Overview
Your commercial documents are in one place. Which areas appear depends on what your provider has enabled — usually quotes, invoices, contracts and returns.
Every document is available as a PDF. The PDF is the binding version; the portal view is a convenient reading version of it.
Core tasks
Review and accept a quote. The detail view shows line items, totals and validity. Where approval is intended, there is a button for it — your decision is recorded with a timestamp.
View invoices. The list shows number, date, amount and whether payment has been received. You download the PDF from the row.
Read contracts. Term, scope of service and notice periods are in the detail view.
Register a return. Where the area is enabled, you register a return and follow its status.
Fields in detail
Documents are read and answered in the portal, not edited. What you can enter is the decision about them.
Quote
| Field | Required | Values / format | What it does |
|---|---|---|---|
| Accept | — | button | Declares acceptance bindingly. The time and your account are recorded; on the provider's side the work proceeds from there. |
| Reject | — | button with a reason | Ends the quote. The reason is voluntary but helps the provider more than any statistic. |
| Valid until | — | date, read only | Until when you can decide. After that the quote has expired; your account manager can renew it with a new deadline. |
| Optional items | — | display | Items not included in the price. They are marked optional — what you want of them is settled in the history. |
Invoices and contracts
| Element | From | What it means |
|---|---|---|
| Outstanding amount | invoice minus recorded payments | What is still open. A payment not yet recorded does not show here yet. |
| Due on | payment term of the invoice | By when to pay. With an early-payment discount the shorter deadline is shown beside it. |
| document output | The document to download — the same file you received by mail. | |
| Contract term and notice period | contract | How long the contract runs and by when it can be cancelled. The notice period is counted back from the end, not from today. |
Returns
| Field | Required | Values / format | What it does |
|---|---|---|---|
| Items and quantity | yes | selection from the delivery | What goes back. More than was delivered cannot be selected. |
| Reason | yes | selection | Why. It governs the further handling — a defect runs differently from a wrong order. |
| Note | no | text | What the provider should additionally know. |
Settings & permissions
You only see documents belonging to your company. Whether you may accept a quote bindingly depends on the release granted by your provider.
FAQ & troubleshooting
The amount in the portal differs from the PDF. That must not happen — report it to your account manager. The PDF is binding.
A quote can no longer be accepted. Then it has expired or was withdrawn. Your account manager can issue a new one.
I cannot find an old invoice. Check the list filters — completed documents are often hidden.