When should I issue a credit note?

You can issue a credit note in case the customer has been mistakenly overcharged or has requested the return of goods. Issuing a credit note means you do not need to share a new invoice, but can make the adjustment through a credit note and update your accounting sheets accordingly.

Who will issue a credit note?

The seller is responsible for issuing a credit note when the customer has been overcharged and the invoice amount needs correction. The buyer can request the seller to make a credit adjustment, citing invoicing errors or returned goods.

Is a credit note a refund?

A credit note is not exactly a refund but a formal document issued by the seller to acknowledge a reduction in the amount owed by the buyer. Instead of returning the money directly, it allows the customer to use the credited amount against future purchases or outstanding invoices.

Can I create credit notes in multiple currencies?

Yes, as long as you are using Moon Invoice, credit notes can be created in your preferred currencies. Additionally, you can even change the language to help clients understand it without any difficulties.

High-quality estimates to secure your new projects

Try our easy estimate software to generate a signature-grabbing estimate that can quickly be converted into an invoice, encouraging your prospects to approve faster and helping you close the deal right away.

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Make your estimating process a breeze

Generate professional estimates, convert them to invoices quickly, and get yourself paid.

Make an estimate

Utilize a ready-made estimate template, customize it, and create a beautiful estimate that your client can’t resist.

Send it online

Provide an estimate of your project cost and timeline by sending online estimates via WhatsApp or email.

Get a quick approval

Clearly highlight your project details and associated costs to grab your client’s attention and receive approval quickly.

Features that take the stress out of estimating

Customizable estimate templates

66+ customizable templates

Choose any one from 66+ customizable templates that aligns with your business and create a beautiful estimate.

Multiple formats

Download or export customizable estimates in multiple formats, including MS Word, MS Excel, Google Docs, or PDF.

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Convert estimates to invoices

Mark or convert to an invoice

Convert or mark your estimate to an invoice with a single click of a button following the approval.

Make a duplicate copy

Create a duplicate copy as estimate, invoice, proforma invoice, or purchase order without lifting a finger.

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Estimate tracking & activity log

Track estimates in no time

Say goodbye to your manual searches and find an estimate instantly using our invoice and estimate software.

Review activity log

Check your activity log, such as when you last created an estimate or when you took a printout.

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Share estimates remotely

Sent via WhatsApp or Email

Send your estimate without wasting a minute through WhatsApp or Email and delight your potential clients.

Take an estimate printout

Review & print an estimate in just a few taps to add your business stamp before sharing it with prospects.

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Additional features to help you stand out

Invoicing

Create invoices using ready-to-use templates and receive payment immediately.

Purchase order

Generate purchase orders professionally and develop healthy vendor relations.

Credit note

Easily add a new credit note whenever you receive the sold goods back.

Expense tracking

Keep an accurate track of incoming and outgoing business cash flow.

Time tracking

Track the hours of your employees, including their break times, remotely.

Invoice payment

Receive the invoice payment directly using online payment methods.

Accounting

Centralize your accounting records and stay tax-ready with Moon Invoice.

Customer management

A dedicated customer portal to keep your customers satisfied with real-time updates.

Reporting

15+ business reports to get insights on customer demands, sales, and profits.

They say, “It made our lives easier.”

Look at what our customers have to say about estimating with Moon Invoice and how quickly they are securing new work.

“Great estimation software for our business to prepare proposals for our prospects in a professional way. Prospective clients get an idea of project scope and cost through clear and accurate estimates that seal the deal for us.”

Jennifer Carney

“Definitely the estimation software that is worth trying. It's not because it has a lot of features but because it's something that makes your estimation process simple and fast. In recent months, creating estimates through Moon Invoice has paid off for us.”

Arne Dörries

“So far, we’ve been quite impressed with Moon Invoice. It’s a superb estimation software that helps you generate estimates quickly. What I personally like is that you can convert an estimate into an invoice in the blink of an eye. I’d say it’s an amazing estimating tool.”

Paul Carell

Sick of creating paper estimates? It’s time for Moon Invoice

Dazzle your clients with an accurate and crystal-clear estimate that secures your new project 2x faster.

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Frequently Asked Questions

If you have any further questions, please don't hesitate to reach out to our customer support team for assistance.

Is there a free version of Moon Invoice?

Definitely, you get a free version of Moon Invoice for 7 days to explore estimating, invoicing, and other features. During these days, you have ample time to check out how it makes your estimating job easier and helps you win more work.

Can I convert an estimate into an invoice?

Yes, you can. Moon Invoice allows you to create an invoice from an estimate with a single click of a button. This means that whenever you get approval from the client, you can make an invoice promptly instead of creating it from scratch.

Do estimates support multiple currencies and taxes?

Yes, you can create tax-compliant estimates with the multi-currency feature using Moon Invoice. Currently, Moon Invoice boasts 100+ currencies that can be utilized to create estimates for your international clients.

Can I track the status of my estimates?

Using Moon Invoice, you can definitely track estimates and invoices in a fraction of a second. Unlike the manual process, you no longer need to flip through thousands of paper estimates when managing estimates on Moon Invoice.

Can I add attachments or notes to my estimates?

Yes, you can include attachments in different formats or add notes while creating a fresh estimate on Moon Invoice. This will help your prospects get deeper insights into the project’s scope, requirements, and timeline.

Can clients approve or reject estimates online?

Yes, they can. Use Moon Invoice to generate an estimate and send it online. If your clients are satisfied, they can approve the proposal right away. Otherwise, reject it if they’re not. In either case, you’ll be notified automatically.