Documents
These are often confused, but each document serves a different purpose. Only the invoice has tax effects.
It's an offer stating the price and conditions of a job. It's not mandatory and has no tax effects, but it protects both parties: it fixes what's included, how much it costs and how long it's valid. When the client accepts it, it becomes the basis for the invoice.
It's proof that goods were delivered or a service was provided. It serves as evidence of delivery, but it's not a tax document: taxes are declared through the invoice.
It's an informational document issued before the invoice, common in international transactions or so the client can arrange a payment. It has no tax validity and is not numbered within the invoice series.
It's the only one of the four with tax effects: it reflects the VAT charged and allows the client to deduct it. It must meet the legal requirements.
In Lúcido you create the quote, send it, track whether you've gotten a response, and when the client accepts, you convert it into an invoice with a single button without typing anything again.
General information for guidance only, current as of 2026. Not tax or legal advice: check your specific situation with your accountant.