{"id":5107,"date":"2023-01-08T12:27:00","date_gmt":"2023-01-08T11:27:00","guid":{"rendered":"https:\/\/www.obat.fr\/blog\/?p=5107"},"modified":"2024-07-29T12:54:35","modified_gmt":"2024-07-29T10:54:35","slug":"transformer-un-devis-en-facture","status":"publish","type":"post","link":"https:\/\/www.obat.fr\/blog\/transformer-un-devis-en-facture\/","title":{"rendered":"Transformer un devis en facture | R\u00e8gles et tutoriel"},"content":{"rendered":"\n<p><strong>L\u2019\u00e9tape de la facturation <\/strong>est tr\u00e8s importante pour s\u00e9curiser les transactions, d\u00e9velopper son entreprise et \u00eatre pay\u00e9 en temps et en heure. En effet, dans un secteur concurrentiel, <strong>\u00e9mettre et envoyer sa facture rapidement<\/strong> est un atout ! Vous pouvez ainsi pr\u00e9server votre tr\u00e9sorerie et p\u00e9renniser votre activit\u00e9. Pour r\u00e9aliser votre facturation dans les meilleurs d\u00e9lais, le mieux est de<strong> transformer un devis en facture <\/strong>directement \u00e0 l&rsquo;aide d&rsquo;un logiciel performant. On vous explique la proc\u00e9dure dans cet article !<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Transformer un devis en facture en 1 clic gr\u00e2ce \u00e0 un logiciel en ligne<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">D\u00e9mat\u00e9rialiser sa facturation : les avantages<\/h3>\n\n\n\n<p>En utilisant un <strong>outil de devis en ligne<\/strong>, vous pouvez transformer un devis en facture en quelques clics seulement, sans papier ! La<strong> facturation \u00e9lectronique<\/strong> est la solution id\u00e9ale pour fiabiliser et faciliter les \u00e9changes, archiver ses documents et fluidifier sa comptabilit\u00e9. <\/p>\n\n\n\n<p>Gr\u00e2ce \u00e0 ces outils modernes, la facture cr\u00e9\u00e9e est compl\u00e8te, sans erreur et correspond au devis initial. Non seulement vous \u00e9conomisez du temps (plus besoin de ressaisir les informations), mais vous \u00e9vitez \u00e9galement les erreurs. La <strong>d\u00e9mat\u00e9rialisation des factures<\/strong> raccourcit \u00e9galement les d\u00e9lais de paiement et s\u00e9curise les transactions.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">L\u2019utilisation d\u2019un outil digital<\/h3>\n\n\n\n<p>Pour <strong>facturer ses clients<\/strong>, l\u2019utilisation d\u2019un <a rel=\"noreferrer noopener\" aria-label=\"logiciel de facturation en ligne  (s\u2019ouvre dans un nouvel onglet)\" href=\"https:\/\/www.obat.fr\/\" target=\"_blank\">logiciel de facturation en ligne<\/a> permet de <strong>convertir un devis en facture <\/strong>tr\u00e8s facilement, sans avoir \u00e0 passer par la case Excel. <\/p>\n\n\n\n<p>C\u2019est un outil qui participe \u00e9galement \u00e0 l\u2019am\u00e9lioration de votre<strong> image de marque<\/strong> puisque vous \u00e9ditez des devis et factures complets, \u00e0 l\u2019esth\u00e9tique professionnelle et avec votre logo. De nombreuses entreprises misent \u00e0 pr\u00e9sent sur des solutions digitales innovantes pour <strong>gagner en r\u00e9activit\u00e9<\/strong> et <strong>r\u00e9duire les co\u00fbts<\/strong> sur le long terme.<\/p>\n\n\n\n<p><em>A lire \u00e9galement : <a href=\"https:\/\/www.obat.fr\/blog\/boite-outils-digitale-artisan\/\">La bo\u00eete \u00e0 outils digitale d\u2019un artisan | 4 indispensables<\/a><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Le devis, un document d\u2019int\u00e9r\u00eat commercial et juridique<\/h2>\n\n\n\n<p>Il est tr\u00e8s important d\u2019accorder une attention particuli\u00e8re \u00e0 l\u2019\u00e9laboration de vos devis. Ces documents officiels comprennent <strong>une description d\u00e9taill\u00e9e <\/strong>de votre bien ou de votre prestation de service. Le potentiel acheteur pourra ensuite prendre la d\u00e9cision de signer avec vous ou non. <\/p>\n\n\n\n<p>Dans tous les cas, un devis aide \u00e0 <strong>s\u00e9curiser la transaction<\/strong> du c\u00f4t\u00e9 du vendeur (c\u2019est-\u00e0-dire le v\u00f4tre) comme du client. Comme pour la facture, un devis doit mentionner plusieurs \u00e9l\u00e9ments pour \u00eatre valide (nom, raison sociale de l\u2019entreprise, coordonn\u00e9es de l&rsquo;acheteur, date, etc.). <strong>Il engage les deux parties d\u00e8s qu\u2019il est sign\u00e9<\/strong>.<\/p>\n\n\n\n<p><em>A lire \u00e9galement : <a href=\"https:\/\/www.obat.fr\/blog\/modele-devis\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (s\u2019ouvre dans un nouvel onglet)\">Les 7 meilleurs mod\u00e8les de devis gratuits \u2013 Excel et Word<\/a><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Les diff\u00e9rents types de factures et les mentions l\u00e9gales<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Les mentions l\u00e9gales obligatoires<\/h3>\n\n\n\n<p>L\u2019avantage d\u2019un<strong> logiciel de facturation<\/strong>, c\u2019est qu\u2019il int\u00e8grera automatiquement toutes les mentions obligatoires pour <strong>faire un devis<\/strong> ou <strong>\u00e9diter une facture<\/strong>. En effet, la facture est un document officiel tr\u00e8s important d\u2019un point de vue commercial, comptable et juridique. <\/p>\n\n\n\n<p><strong>La cr\u00e9ation d\u2019une facture est obligatoire<\/strong> pour toute vente de marchandises ou de prestations de service, peu importe le secteur d\u2019activit\u00e9 de votre entreprise. Elle permet de mentionner et de d\u00e9tailler la nature, la quantit\u00e9 et les conditions de l\u2019achat. Voici les mentions l\u00e9gales principales et obligatoires :&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>nom et adresse des deux parties impliqu\u00e9es dans la transaction ;<\/li>\n\n\n\n<li><a href=\"https:\/\/infonet.fr\/rcs\/quelle-est-la-difference-entre-rcs-et-siret\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"n\u00b0 de RCS (s\u2019ouvre dans un nouvel onglet)\">n\u00b0 de RCS<\/a> (Registre du Commerce et des Soci\u00e9t\u00e9s) de votre entreprise ;<\/li>\n\n\n\n<li>date de facturation ;<\/li>\n\n\n\n<li>n\u00b0 de la facture (num\u00e9rotation unique et continue)<\/li>\n\n\n\n<li>prix unitaire et quantit\u00e9 du produit ou de la prestation.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Les types de factures<\/h3>\n\n\n\n<p>Avant de savoir <strong>comment convertir un devis en facture<\/strong> pas \u00e0 pas, vous devez conna\u00eetre les diff\u00e9rents types de factures puisque chacun d\u2019entre eux r\u00e9pond \u00e0 des cas d\u2019usage pr\u00e9cis :&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.obat.fr\/blog\/acompte-definition\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (s\u2019ouvre dans un nouvel onglet)\">La facture d\u2019acompte<\/a><strong> <\/strong>: facture pour un paiement partiel suite \u00e0 la signature d\u2019un contrat.<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" aria-label=\" (s\u2019ouvre dans un nouvel onglet)\" href=\"https:\/\/www.obat.fr\/blog\/facture-proforma\/\" target=\"_blank\">La facture proforma<\/a> : facturation provisoire.<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" aria-label=\" (s\u2019ouvre dans un nouvel onglet)\" href=\"https:\/\/www.obat.fr\/blog\/situation-de-travaux\/\" target=\"_blank\">La facture de situation<\/a><strong> <\/strong>: facture interm\u00e9diaire que l\u2019on \u00e9tablit au fil de l\u2019avancement des travaux ou bien de la prestation de service.<\/li>\n\n\n\n<li><strong>La facture de cl\u00f4ture<\/strong> : facture d\u00e9finitive qui sert de preuve pour un achat ou une vente.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.obat.fr\/blog\/facture-avoir\/\">La facture d\u2019avoir<\/a><strong> <\/strong>: facture qui rectifie ou annule une facture pr\u00e9c\u00e9dente.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Comment transformer un devis en facture avec Obat ? La marche \u00e0 suivre<\/h2>\n\n\n\n<p>D\u00e8s que vous avez finalis\u00e9 votre devis, vous pouvez le <strong>transformer en facture <\/strong>en quelques clics. En fonction de votre besoin, il peut s\u2019agir d\u2019une facture d&rsquo;acompte, de situation globale ou d\u00e9taill\u00e9e, ou encore d\u2019une facture finale. <\/p>\n\n\n\n<p>Pour le faire depuis notre logiciel Obat, voici un <strong>tutoriel <\/strong>\u00e9tape par \u00e9tape :&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Cliquez sur le devis concern\u00e9.<\/li>\n\n\n\n<li>Cliquez sur \u00ab\u00a0Finaliser et envoyer\u00a0\u00bb, puis choisissez le mode d\u2019envoi (mail, t\u00e9l\u00e9chargement, impression ou finaliser sans envoi).<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/convertir-devis-facture-1024x629.png\" alt=\"convertir un devis en facture\" class=\"wp-image-5109\" srcset=\"https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/convertir-devis-facture-1024x629.png 1024w, https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/convertir-devis-facture-300x184.png 300w, https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/convertir-devis-facture-768x472.png 768w, https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/convertir-devis-facture.png 1396w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<ol class=\"wp-block-list\">\n<li>Vous obtenez un num\u00e9ro d\u00e9finitif pour votre devis.<\/li>\n\n\n\n<li>En t\u00eate de votre liste de devis, cliquez sur le devis : une fen\u00eatre apparaitra directement sur la droite de votre \u00e9cran.<\/li>\n\n\n\n<li>Cliquez sur \u00ab\u00a0Facturer\u00a0\u00bb puis s\u00e9lectionnez le type de facture (acompte, situation ou finale).<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"493\" src=\"https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/tranformer-devis-facture-Obat-1024x493.png\" alt=\"transformer un devis en facture avec Obat\" class=\"wp-image-5110\" srcset=\"https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/tranformer-devis-facture-Obat-1024x493.png 1024w, https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/tranformer-devis-facture-Obat-300x144.png 300w, https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/tranformer-devis-facture-Obat-768x369.png 768w, https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/tranformer-devis-facture-Obat-1536x739.png 1536w, https:\/\/www.obat.fr\/blog\/wp-content\/uploads\/2023\/01\/tranformer-devis-facture-Obat.png 1605w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Transformer un devis en facture avec le logiciel Obat<\/figcaption><\/figure>\n<\/div>\n\n\n<p>Vous avez la moindre question ? Contactez le service client Obat par email (<a href=\"mailto:support@obat.fr\">support@obat.fr<\/a>), gr\u00e2ce \u00e0 notre chat ou par t\u00e9l\u00e9phone au 02 52 33 19 31. Nous vous guiderons pour <strong>transformer un devis en facture<\/strong> et nous r\u00e9pondrons \u00e0 toutes vos questions !<br><\/p>\n\n\n<div class=\"kk-star-ratings kksr-auto kksr-align-left kksr-valign-bottom\"\n    data-payload='{&quot;align&quot;:&quot;left&quot;,&quot;id&quot;:&quot;5107&quot;,&quot;slug&quot;:&quot;default&quot;,&quot;valign&quot;:&quot;bottom&quot;,&quot;ignore&quot;:&quot;&quot;,&quot;reference&quot;:&quot;auto&quot;,&quot;class&quot;:&quot;&quot;,&quot;count&quot;:&quot;0&quot;,&quot;legendonly&quot;:&quot;&quot;,&quot;readonly&quot;:&quot;&quot;,&quot;score&quot;:&quot;0&quot;,&quot;starsonly&quot;:&quot;&quot;,&quot;best&quot;:&quot;5&quot;,&quot;gap&quot;:&quot;5&quot;,&quot;greet&quot;:&quot;Notez cet article&quot;,&quot;legend&quot;:&quot;0\\\/5 - (0 vote)&quot;,&quot;size&quot;:&quot;16&quot;,&quot;title&quot;:&quot;Transformer un devis en facture | R\u00e8gles et tutoriel&quot;,&quot;width&quot;:&quot;0&quot;,&quot;_legend&quot;:&quot;{score}\\\/{best} - ({count} {votes})&quot;,&quot;font_factor&quot;:&quot;1.25&quot;}'>\n            \n<div class=\"kksr-stars\">\n    \n<div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n    <\/div>\n    \n<div class=\"kksr-stars-active\" style=\"width: 0px;\">\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 16px; height: 16px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                \n\n<div class=\"kksr-legend\" style=\"font-size: 12.8px;\">\n            <span class=\"kksr-muted\">Notez cet article<\/span>\n    <\/div>\n    <\/div>\n","protected":false},"excerpt":{"rendered":"<p>L\u2019\u00e9tape de la facturation est tr\u00e8s importante pour s\u00e9curiser les transactions, d\u00e9velopper son entreprise et \u00eatre pay\u00e9 en temps et en heure. En effet, dans un secteur concurrentiel, \u00e9mettre et envoyer sa facture rapidement est un atout ! Vous pouvez ainsi pr\u00e9server votre tr\u00e9sorerie et p\u00e9renniser votre activit\u00e9. Pour r\u00e9aliser votre facturation dans les meilleurs [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":5112,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[19],"tags":[],"class_list":["post-5107","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-devis-facture"],"acf":{"adam_posts_cta_bloc":{"adam_cb_image":null,"adam_cb_titre":"Trouvez des chantiers en sous traitance pr\u00e8s de chez vous.","adam_cb_cta":null},"hide_the_universal_cta":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Transformer un devis en facture | R\u00e8gles et tutoriel<\/title>\n<meta name=\"description\" content=\"Vous aimeriez transformer vos devis en facture mais nous ne savez pas comment ? 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