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Quotation Invoice for the United Kingdom

Quotation Invoice Template for England and Wales

A Quotation Invoice Template is a standardized document used in England and Wales for providing formal price estimates to potential customers while maintaining compliance with UK business and tax regulations. It combines elements of both a quotation and an invoice, allowing businesses to present detailed pricing information, terms, and conditions in a professional format that can later be converted into a formal invoice if accepted. The document must comply with VAT regulations and the Companies Act 2006, including all necessary business identification and transaction details.

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Quotation Invoice

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What is a Quotation Invoice?

The Quotation Invoice Template serves as a crucial business document in England and Wales, designed to streamline the process of providing price estimates while ensuring compliance with local regulations. This hybrid document type emerged from the need to efficiently transition from quotation to invoice stage in business transactions. It incorporates all essential elements required by UK law, including VAT requirements, company details, and payment terms. The template is particularly useful for businesses that need to provide detailed estimates while maintaining professional documentation standards and legal compliance. It can be customized for various industries while retaining core elements that satisfy statutory requirements.

What sections should be included in a Quotation Invoice?

1. Company Details: Legal company name, address, registration number, VAT number

2. Client Details: Client's name, address, and reference number

3. Quotation Reference: Unique quotation number and date

4. Description of Goods/Services: Detailed itemization of products/services being quoted

5. Pricing Breakdown: Unit prices, quantities, subtotals, VAT, and total amount

6. Payment Terms: Payment deadline and accepted payment methods

What sections are optional to include in a Quotation Invoice?

1. Delivery Terms: Shipping costs and delivery timeframes - use when physical goods are being supplied

2. Validity Period: Duration for which the quote remains valid - use for time-sensitive quotes

3. Terms and Conditions: Standard business terms - use for complex or high-value transactions

4. Cancellation Policy: Terms for cancelling the order - use when dealing with consumers or custom orders

What schedules should be included in a Quotation Invoice?

1. Detailed Specifications: Technical details or service specifications for complex products or services

2. Terms of Service: Full terms and conditions document for comprehensive quotes

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions















Clauses















Industries

Value Added Tax (VAT) Act 1994: Governs VAT registration information, proper VAT calculations and display, and VAT invoice requirements if applicable

Companies Act 2006: Regulates company information requirements, business identification details, and registered office address requirements

The Late Payment of Commercial Debts (Interest) Act 1998: Covers payment terms, statutory interest rights, and late payment compensation requirements

Consumer Contracts Regulations 2013: Addresses B2C transactions, cancellation rights, and information requirements for consumer contracts

Consumer Rights Act 2015: Covers consumer protection, terms and conditions fairness, and service description requirements

Electronic Commerce (EC Directive) Regulations 2002: Regulates electronic communication requirements and provisions for quotes/invoices sent electronically

General Data Protection Regulation (GDPR) and Data Protection Act 2018: Governs personal data handling and privacy considerations in business transactions

Small Business, Enterprise and Employment Act 2015: Covers payment practices reporting and terms of payment requirements for businesses

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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