Online invoice and quotation maker for Consultants Kenya

Connect quotation to invoice

Carry only approved scope, prices and terms forward. Record approved changes separately and bill from delivery or completion evidence.

For a three-week HR policy review for a growing Nairobi distribution company, the record set should follow brief → proposal → engagement → delivery → acceptance → billing. Every stage should identify the responsible person, supporting evidence and action still outstanding.

Records used by Consultants

Typical work includes diagnostic work, research, training, reports and retained advisory services. The workspace supports quotations, invoices, receipts, tax invoices, proforma invoices, purchase orders, LPOs, delivery notes, credit and debit notes, sales orders, expense vouchers, goods received notes, stock issue notes, work orders, job cards, payment reminders and customer statements.

Four controls that improve every document

• Use the same legal or trading name across connected records.
• Keep a unique number, date, status and customer or supplier reference.
• Retain brief, proposal, engagement terms, deliverables, acceptance and fee record with the final issued file.
• Check risks common to the work, including scope creep, unapproved extra meetings, delayed client feedback, confidential data and unclear ownership of deliverables.

A practical document sequence

1. Brief: record the decision, responsible person and reference needed before the next stage.
2. Proposal: record the decision, responsible person and reference needed before the next stage.
3. Engagement: record the decision, responsible person and reference needed before the next stage.
4. Delivery: record the decision, responsible person and reference needed before the next stage.
5. Acceptance: record the decision, responsible person and reference needed before the next stage.
6. Billing: record the decision, responsible person and reference needed before the next stage.

Do not create a later document from memory when the earlier approval, delivery, work or payment record is available.

Frequently asked questions

Can I inspect a document before subscribing?

Yes. Use the live preview to check information and presentation. Saving and final downloads require an active paid plan.

Can I use my logo and company details?

Paid members can reuse verified business information, branding and professional layouts.

Are PDF and Word both available?

Paid access supports print-ready PDF and editable Word output. Review the final version after any Word changes.

Does the system guarantee compliance?

No. Confirm the tax, legal, accounting, safety and professional rules that apply to your business and transaction.

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