First customer: from quote to payment

Organize your first service: agreement, execution, invoice and payment tracking.

Official sources consulted : 03.10.2026.

Conditions, costs and deadlines according to the procedure and your situation. This guide helps to prepare; the competent department decides.

For preparation

Status, SIREN, customer details and applicable TVA speed
Delivery, prices, deadlines and payment arrangements

1. Confirm command

Describe the scope, prices and deadlines in the estimate. Keep the customer's agreement and additional work conditions before starting.

2. Execute and bill

Keep proof of execution. Check the chronological number, dates, parts, description, amounts and tax entries according to the official list.

3. Follow payment or recovery

Note amount and date actually cashed. Lately, check the conditions, repeat in writing and keep the answer. Separate collection according to individual or professional client.

Workshop: Sample order and invoice check

The example shows the course, without constituting a legally complete invoice. Replace the hooks; check TVA and delay according to your diet and client.

Change the teaching example in French

EXEMPLE FICTIF — À ADAPTER, NE PAS ENVOYER
DEVIS D-EXEMPLE-001 — 03/10/2026
Vendeur : [Nom Prénom EI, adresse, SIREN]
Client : [identité et adresse]
Prestation : création de 2 visuels, 2 × 50 € HT = 100 € HT
Livraison proposée : [date] ; périmètre : [formats, corrections incluses]
TVA : [régime et taux à vérifier] ; Total TTC : [à calculer]
Validité et paiement : [date, modalités]
Accord du client : [date et preuve]

FACTURE F-EXEMPLE-001 — [date d’émission]
Prestation réalisée le [date] ; référence devis : D-EXEMPLE-001
Vendeur / client : [coordonnées complètes]
2 × 50 € HT = 100 € HT ; TVA : [à vérifier] ; TTC : [à calculer]
Échéance : [date] ; modalités : [à préciser]
Mentions particulières : [selon régime, activité et client]
Paiement reçu : [date, montant] ; référence : [preuve]

RELANCE — Objet : facture [numéro], échéance [date]
Bonjour, sauf erreur, la facture de [montant] reste à régler.
Pouvez-vous confirmer sa réception et la date prévue du paiement ?
Pièce jointe : copie de la facture. Cordialement, [signature]

Control before transmission

Seller : name + EI, address, SIREN
Client identity and address
Date of issue and date of delivery
Unique and chronological number
Description, quantity, unit and price
HT, TVA and TTC or verified non-application pattern
Maturity, payment and delay according to situation
Specific information verified according to activity and customer

The boxes do not certify legal compliance.

Official sources

Continue preparation

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