The quote gets signed. The invoice follows.
Create your quote, email it, and let your customer sign it online. Gillia then prepares the invoices to issue, based on your sales cycle and invoicing policy.
Your quotes and invoices, in practice
One conversation with Gillia, from the first quote to the last payment. It prepares, you approve.
Prepare the quote
Choose the customer, add your products or services, and adjust the quantity, price and VAT rate on each line. Gillia updates the total as you go. You can save the quote as a draft.
- Draft a quote for Mrs. Martin: 2 days of painting, 25 m² living room.
- Apply 10% VAT to this job.
- Add floor and furniture protection.
A detailed quote to review before sending it.
Send it to your customer
Review the message, then send the quote by email: it includes a button to view and sign it online.
- Send Mrs. Martin's quote for signature.
Your customer receives a link to view and sign the quote online.
Track the customer's response
Until the customer signs, the quote stays in “awaiting signature” status. You can send a follow-up or even edit it: the link you already shared will show the updated version. If the customer agrees by phone, just mark the quote as accepted.
- Which quotes still need to be closed?
- Accept Mrs. Martin's quote. She confirmed by phone.
You can see which quotes need a follow-up and which are already accepted.
The quote is accepted
The next steps open up: deliver, request a deposit, convert the quote into an order, or invoice it. The items on the quote stay reserved in stock until it's invoiced.
- Add a 30% deposit to the quote.
- Which quotes are holding stock of this item?
You choose what comes next, without leaving the quote.
Issue the invoice
You choose when and what to invoice: the remaining balance of the quote, a set amount, or selected lines. Gillia prepares a draft invoice for you to review before you issue it.
- Create the invoice for Mrs. Martin's quote.
- Create the invoice for the delivered order.
A draft invoice to review, which you issue when you're ready.
Track the payment
When the customer pays, record the payment, either in full or in installments with a payment schedule. You can track paid invoices and payments still outstanding.
- Which invoices are overdue?
- Send a reminder for invoice 2026-F117.
- Mark invoice 2026-F117 as paid.
You can see which invoices are paid and which payments still need a follow-up.
You choose when and how to invoice.
Gillia adapts to your sales cycle and the way you invoice. You can change these settings at any time without affecting your history.
Your sales cycle
- SimpleQuote → Invoice
Tradespeople, service providers, stores that don't deliver.
- Standard DefaultQuote → Delivery notes → Invoice
Most businesses that deliver. Partial deliveries are supported, and you can still convert an accepted quote into an order.
- LogisticsQuote → Order → Picking → Shipping → Delivery → Invoice
Wholesale, distribution, warehouses: line-by-line tracking.
Your invoicing policy
- Manual Default
You invoice when you decide: delivered but uninvoiced items, the balance, a set amount, or selected lines.
- On order
As soon as the order is confirmed (or the quote is accepted, if there's no order): an invoice for the full amount, or a deposit invoice.
- On shipment
When each delivery note is confirmed: an invoice for the lines shipped.
- On delivery
When the delivery note is signed: an invoice for the quantities accepted.
- Periodic
All of a customer's uninvoiced delivery notes on a single invoice, at the end of the week or month.
By default, each event creates a draft invoice for you to review and issue. With optional automatic issuing, the invoice is issued right away. A customer or an order can also have its own setting. Once issued, an invoice can no longer be edited: any correction goes through a credit note.
Your invoicing rules, set up once.
VAT, legal disclosures, numbering, payment terms: you set them up once during onboarding, and Gillia applies them to every quote and invoice.
Services and pricing
Your services and their prices, saved once for all your quotes.
Applicable VAT rates
One rate per line: standard, reduced, or renovation-work VAT rate.
Logo and visual identity
Your logo and colors on every document.
Required legal disclosures
The disclosures required for your legal status, added automatically.
Quote & invoice numbering
A continuous, chronological sequence, with no gaps or duplicates.
Payment terms
Payment due dates and late payment penalties, set once.
Deposits and payment schedules
A deposit as a percentage or a fixed amount, and payments in installments.
Quote validity period
An expiration date on every quote.
Ready for e-invoicing.
France's e-invoicing reform makes electronic invoicing mandatory, on a timeline that depends on company size. Gillia connects to your accredited platform.
Receive
Since September 1, 2026, all businesses must be able to receive electronic invoices.
Issue
Since September 1, 2026, for large and mid-sized companies; from September 1, 2027, for SMEs and micro-businesses.
Through an accredited platform
Invoices go through a government-accredited platform. Gillia connects to yours.
Your invoicing, monitored without you having to think about it.
Reminders, due-date alerts, quotes to close: these repetitive tasks go on autopilot. Gillia runs them at the time you choose and reports back by email, in Gillia, or both.
Overdue invoices
Every day at 8 a.m., in Gillia
| Invoice | Amount | Overdue |
|---|---|---|
| 2026-F112 | €640 | 12 days |
| 2026-F117 | €1,180 | 5 days |
Last run: Oct 8 at 8 a.m. · 3 reminders ready to approve
Firm reminder · 30+ days overdue
Every day at 8 a.m., by email and in Gillia
Last run: Oct 8 at 8 a.m. · no invoices affected
Quotes to close
Every Monday at 9 a.m., by email
Last run: Oct 6 at 9 a.m. · 4 quotes flagged
Supplier invoices to pay
Every Monday at 9 a.m., by email
Last run: Oct 6 at 9 a.m. · 2 invoices to pay
Revoke quotes pending 15+ days
Every day at 8 a.m., by email and in Gillia
Last run: Oct 8 at 8 a.m. · 1 quote revoked
Weekly report
Every Monday at 8 a.m., by email
Last run: Oct 6 at 8 a.m. · report sent
A clear view of your quotes and invoices.
Invoices to issue, payments, late payments, the status of every quote: pin these indicators to track your invoicing without reconciling everything by hand.
Overdue invoices
4| Customer | Amount | Overdue by |
|---|---|---|
| SCI Bellevue | €2,340 | 12 days |
| Mr. Roche | €980 | 6 days |
| Mrs. Petit | €410 | 2 days |
Overdue invoices rise to the top, making follow-up easier.
Average payment time · 5 months
17 days on averageTracking due dates helps you spot late payments and act sooner.
This month's revenue breakdown
77% collectedThe overdue share is broken out first, so you can prioritize follow-ups.
- Quote
- Order
- Delivery
- Invoice
- Payment
From quote to payment, everything is linked.
Depending on your setup, the quote, order, delivery, invoice, payment and stock flow from one document to the next, so you can see where every sale stands at any time.
- Invoice linked to the quote and the order
- Stock tracked by bin location in warehouse mode
- Shared customer record
- Revenue figures available straight from your data
- Statuses and actions you confirm in Gillia
- An accepted quote reserves stock until it is invoiced
Frequently asked questions
See how Gillia helps you create a quote, follow up on a pending quote, or duplicate an existing quote.
See more use casesInvoices generally must be kept for several years to meet accounting and tax record-keeping requirements. Your Gillia documents stay archived and accessible at any time, with no filing on your end.
Yes. Gillia connects to your accredited e-invoicing platform. Since September 1, 2026, all businesses in France must be able to receive electronic invoices. Issuing them has been mandatory since that date for large and mid-sized companies, and will be from September 1, 2027, for SMEs and micro-businesses.
The issuer's and customer's names and addresses, the invoice number and date, a description and price of the services, the applicable VAT rate, and the disclosures required for your legal status. Gillia adds them automatically to every document once your business details are set up.
Yes. Each line of the quote can have its own rate: just tell Gillia which rate applies to which service, for example the 10% reduced VAT rate on labor and the standard rate on certain materials.
Ask Gillia to add a deposit as a percentage or a fixed amount: it appears on the quote along with the remaining balance due, and the matching deposit invoice can be generated as soon as the deposit is received.
Yes. Your quotes, invoices, and payments can be exported for your accountant, in addition to the records Gillia already keeps up to date as you go.
A quote is a priced proposal subject to the customer's approval: it doesn't commit anyone to pay until it's signed. An invoice records goods or services that have been delivered or ordered, and makes payment due by its due date.
Gillia helps you spot invoices past their due date and prepares a payment reminder. You stay in control: you confirm the send, adjust the tone, or move to a more formal approach if the delay drags on.
No. Invoice numbers must be sequential and chronological, with no gaps or duplicates. Gillia assigns them automatically each time an invoice is issued, in line with that rule.
Yes. Document templates can be customized in the settings: your logo, legal notices and colors define how the PDF looks. You then choose which template to use for your quote.