VAT, validity dates and the margin check
What is checked against your own rules before an estimate can be approved and sent.
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Before an estimate goes out, three things are checked against the rules you set in the company settings and the price book.
| Check | What it does |
|---|---|
| VAT | 21 % for Lithuanian customers, reduced rates where they apply, reverse charge for VAT-registered businesses in other EU countries, or no VAT lines if you are not a VAT payer. The country pack sets the rules and the document numbering. |
| Validity date | Every estimate carries a date the customer sees. Until then its prices are fixed. After it, you requote at today’s supplier prices in one step; labour stays as it was. |
| Margin floor | Cost, price and margin are shown per line with a warning below your floor. At approval, a margin below the floor asks for a counter-offer instead of a blind 10 % off. |
The payment plan is checked too: the default is 30 % in advance and 70 % after the completion act, or your own template. It is frozen when the customer accepts and is never retyped into an invoice.
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Reverse charge and non-VAT payersBusiness customers in other EU countries get the reverse-charge note; a non-VAT payer issues documents without VAT lines.Quick readPreview what the customer sees, then sendThe page and the PDF exactly as the customer reads them, with costs and margin hidden.Quick read
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