How Quotes And Invoices Work In GridGap

Quotes and invoices sit after calculation. GridGap sizes the system first, then helps you turn that saved result into commercial documents.

The basic flow

The normal path is: calculate a scenario, generate a draft quote from that saved result, edit the commercial details, issue the quote, mark it accepted if the customer agrees, then create an invoice from the accepted quote.

A quote cannot start from an uncalculated scenario. An invoice cannot start from a loose project or a live scenario edit. It starts from an accepted quote snapshot.

What GridGap puts into the quote

When you generate a quote, GridGap reads the saved result for the selected scenario. It can seed quote rows for calculated equipment and installation items where that data exists. That can include batteries, inverter requirements, AC or DC chargers, solar panels, MPPT controller requirements, DC converters, downstream distribution boards, and installation bill-of-material rows.

Those rows are starting points, not a price list. You still add the brand, model, SKU, unit price, and any notes that belong to your real commercial offer.

Why snapshots matter

Draft quotes can be edited. Once a quote is issued, GridGap stores an issued quote snapshot. The quote PDF uses that snapshot, so later changes to the project, version, scenario, or commercial settings do not rewrite the issued document.

Invoices use the same idea. An invoice is created from the accepted quote snapshot. When the invoice is issued, it gets its own document snapshot for PDF export and payment tracking.

What this system is not

GridGap is not trying to be accounting software. It does not keep stock, manage a product catalogue, fetch supplier prices, collect online payments, or decide your margin. It gives you a structured quote and invoice workflow tied to the technical result you already calculated.