Make a quote, order or invoice without accounting software

Make requests for quote, quotes, purchase orders, invoices and credit notes on to.co for the businesses you trade with. Each one is numbered, signed and has a PDF. Free on every plan.

You don't need accounting software to trade on to.co. Make each document in my.to.co, issue it, and send it.

Making, issuing and sending documents is free on every plan, including Free. Owners and Finance members make them.

Before you start

A document you make on to.co is for a connected trading partner. If the business is not one yet, invite it first: see Invite a business to trade with you.

Keep your Trading profile up to date. Issuing checks that a document has what the law names, such as your address and, when you charge VAT, your VAT number.

Make it

In my.to.co, open Documents.
Choose New invoice, New credit note, New quote, New purchase order or New request for quote.
Under To, choose the business. Add your lines with Add a line.
Choose Save draft.

A draft is seen only by people in your business, and you can change it until you issue it. A quote needs a Valid until date before you issue it. You can attach files to a draft: see Attach files to a document.

Issue it

Open the draft and choose Issue, then Yes, issue it. Issuing:

gives it the next number in its series, such as INV-0001 for invoices, unless you typed a number of your own;
runs Checks before it goes, which list anything the law names that is missing, such as your address or your customer's. These checks are not legal advice;
signs it with your business's key and makes its PDF, so anyone can check it (see Check that a document is the one a business sent).

Once issued, it cannot be edited or deleted. To correct an invoice, issue a credit note.

Send it

Choose Send, then Send to the business. It arrives in their Received documents. A document goes to one business, once. It stays with both of you if your partnership ends.

You can also choose Send by email. We email a link to the document on your to.co address, in your name. The link works for 30 days. To withdraw it, choose Withdraw link.

To download the PDF, choose Download, then PDF.

Answer what a partner sends you

Open the document in Received. Depending on what it is:

a request for quote: Make a quote;
a quote: Order this;
an order: Answer this order or Invoice this order;
an invoice you issued: Make a credit note.

The new document is filled in from the one you started from, and names it. To accept, query or reject a document formally, choose Respond. Sending an answer is free. To ask a question about it, write under Messages (see Messages on a document).