The Quotation Invoice is a widely used commercial document in New Zealand business operations that serves a dual purpose in the sales process. It is typically used when businesses need to provide detailed pricing information to potential customers while streamlining the subsequent invoicing process. The document must comply with New Zealand's GST requirements and commercial law frameworks, including the Goods and Services Tax Act 1985 and Fair Trading Act 1986. A Quotation Invoice includes essential elements such as the supplier's details, customer information, itemized descriptions of goods or services, pricing breakdowns including GST, payment terms, and validity period. This format is particularly useful for businesses that want to minimize administrative work by having a single document that can transition from a quote to an invoice upon customer acceptance.
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1. Company Information Header: Business name, address, contact details, GST number, and any relevant registration numbers
2. Client Details: Full name, address, and contact information of the client
3. Quotation/Invoice Number: Unique identifier for the document and date of issue
4. Description of Goods/Services: Clear itemization of products or services being quoted, including quantities and unit prices
5. Pricing Summary: Subtotal, GST amount, and total amount payable in NZD
6. Payment Terms: Payment deadline, accepted payment methods, and bank account details
7. Validity Period: Duration for which the quotation remains valid
1. Terms and Conditions: Include when the quote involves complex deliverables or specific conditions that need to be documented
2. Delivery Information: Add when physical goods are involved, specifying shipping costs and estimated delivery timeframes
3. Installation Requirements: Include for products requiring professional installation or specific site preparations
4. Warranty Information: Add when offering specific warranty terms beyond statutory guarantees
5. Deposit Requirements: Include when advance payment or staged payments are required
6. Disclaimer: Add when assumptions or conditions might affect the quoted price or delivery
1. Detailed Specifications: Technical details, measurements, or specific requirements for complex products or services
2. Cost Breakdown: Itemized breakdown of costs for complex quotes with multiple components or service elements
3. Product Images: Visual references for quoted products when relevant
4. Service Level Details: Specific performance metrics or service standards being quoted
Authors
Relevant legal definitions
Clauses
Relevant Industries
Retail
Construction
Professional Services
Manufacturing
Information Technology
Consulting
Trade Services
Healthcare
Education
Real Estate
Hospitality
Engineering
Agricultural Services
Transportation and Logistics
Relevant Teams
Sales
Finance
Accounting
Operations
Administration
Commercial
Business Development
Customer Service
Procurement
Estimating
Relevant Roles
Sales Manager
Account Executive
Business Development Manager
Financial Controller
Accountant
Operations Manager
Project Manager
Administrative Assistant
Small Business Owner
Finance Manager
Sales Representative
Commercial Manager
Procurement Officer
Office Manager
Estimator
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