> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Lesson 7 — Quotes and invoicing

> Generate your first quote, share it with a public link, convert it to a fattura elettronica.

<Note>
  **Lesson 7 of 10** · \~6 minutes · Prerequisite: [Lesson 6 — Tasks and projects](/en/arya-101/lesson-6-tasks-and-projects)
</Note>

## What you'll learn

* How to create a quote in the three available formats
* How to send it via public link and track views
* How to convert it into a *fattura elettronica* (Italian e-invoice) sent to SDI

## The three quote types

Arya lets you choose between three formats:

<CardGroup cols={3}>
  <Card title="Classic" icon="file-lines">
    Static, clean PDF in traditional offer style. Good for RFPs and formal requests.
  </Card>

  <Card title="Clauses" icon="signature">
    Contract with mandatory/optional clauses and qualified digital signature. For sales with legal terms.
  </Card>

  <Card title="Sales Room" icon="presentation">
    Interactive web page with sections, video, pricing, FAQs, testimonials. For complex consultative sales.
  </Card>
</CardGroup>

## Create a quote

<Steps>
  <Step title="From deal or project">
    Open the deal (or project) → **Quotes** tab → **+ New quote**.

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-07/en/new-quote-dialog.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=1c2e9def04e9b3f917062c9bd1b632dd" alt="New quote dialog with type and template selection" width="1200" height="720" data-path="images/arya-101/lesson-07/en/new-quote-dialog.svg" />
    </Frame>
  </Step>

  <Step title="Pick type and template">
    Select `Classic`, `Clauses` or `Sales Room`. Choose a template or start from scratch.
  </Step>

  <Step title="Add line items">
    Pick products/services from the price list or insert free-form lines. For each line:

    * Quantity
    * Unit price (prefilled from the price list)
    * Discount (%, amount, or per row)
    * VAT rate (*IVA*; default 22%)

    Totals with VAT update in real time.
  </Step>

  <Step title="Customise">
    Add notes, payment terms, offer validity, clauses (for `Clauses`) or multimedia sections (for `Sales Room`).
  </Step>

  <Step title="Generate public link">
    Click **Publish**. Arya generates a unique URL (e.g. `arya.so/q/ab12cd34`) you can send via email, WhatsApp or any channel.

    <Tip>
      Enable **PIN protection** if the quote is confidential: the customer must enter a code to access.
    </Tip>
  </Step>
</Steps>

## Tracking

Every time the customer opens the link, Arya records:

* When they opened it
* Time spent on each section
* Which videos they watched, which FAQs they expanded
* If they accepted, rejected or requested changes

Status evolves automatically: `Draft → Sent → Viewed → Accepted / Rejected / Expired`.

<Frame>
  <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-07/en/quote-tracking.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=142da4d4135e48ce15f058fa26a29139" alt="Tracking panel with quote event timeline" width="1200" height="720" data-path="images/arya-101/lesson-07/en/quote-tracking.svg" />
</Frame>

## Convert to invoice

When the customer accepts:

<Steps>
  <Step title="Quote accepted">
    Arya notifies you and sets status to `Accepted`. If configured, the linked deal automatically moves to `Won`.
  </Step>

  <Step title="Convert to invoice">
    From the quote click **Convert to invoice**. Arya creates a new invoice with:

    * Customer data from the company
    * Line items, discounts, VAT from the quote
    * Automatic numbering in your series
  </Step>

  <Step title="Verify">
    Check that *codice SDI* or PEC of the customer are correct. Add payment data (IBAN, method).
  </Step>

  <Step title="Issue">
    Click **Issue invoice**. If the SDI integration is active (Acube, FatturaInCloud), Arya sends the XML file to the *Sistema di Interscambio* (Italy's official e-invoicing hub). Otherwise the invoice stays in `Draft` for manual sending.

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-07/en/invoice-send-sdi.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=ff83ffd8cde7f8b37af0268737128ade" alt="Confirm dialog for sending invoice to SDI" width="1200" height="720" data-path="images/arya-101/lesson-07/en/invoice-send-sdi.svg" />
    </Frame>
  </Step>
</Steps>

## Payments and schedule

Once issued, the invoice enters the [payment schedule](/en/finance/payment-schedule) with its due date. When the customer pays:

* **Manual**: from the invoice click **Record payment**, enter date and amount
* **Automatic**: with bank integration active, Arya reconciles invoices with incoming bank transactions

## Verify

<Check>You created a quote in one of the three formats</Check>
<Check>You sent a public link (to yourself for testing is fine)</Check>
<Check>You know how to convert an accepted quote into an e-invoice</Check>

## Next lesson

<Card title="Lesson 8 — Your first automation" icon="arrow-right" href="/en/arya-101/lesson-8-automations">
  Build a workflow: "deal won → create project + Slack notification + customer email".
</Card>