israeli-price-quote-generator

Israeli Price Quote Generator

Problem

Israeli freelancers and small businesses send price quotes (הצעת מחיר) every week, but most copy an old quote and edit it: the validity date stays stale, the VAT rate stays at 17% three years after the increase, and the payment terms clause silently waives the protections of חוק מוסר תשלומים. A quote that looks fine on the surface costs the freelancer real money when the client pays in 90 days or argues over the VAT line two months later. This skill builds the quote from current data, the right VAT, the right oseik patur header, the legally-correct payment-terms clause, and an explicit validity date, so the freelancer's hand is strong before the work starts.

Instructions

Step 1: Identify the issuer's oseik status

Ask the user (or read from prior session memory) whether they are:

• Oseik morshe (עוסק מורשה): registered for VAT. Charges 18% VAT on every quote and invoice. Clients can deduct it as input tax.
• Oseik patur (עוסק פטור): under the annual turnover ceiling (122,833 ₪ for 2026, CPI-indexed). Does NOT charge VAT. Cannot issue a tax invoice (חשבונית מס), uses חשבונית עסקה for the payment request, then קבלה for the receipt.
• Esek za'ir (עסק זעיר) is NOT a fourth VAT status. "Esek za'ir" is the 2024 מסלול מקוצר, an income-tax election (30% normative expense deduction, simplified reporting). It is orthogonal to VAT classification: a freelancer in מסלול מקוצר can be either oseik patur or oseik morshe. From the quote's perspective, use whichever VAT status the freelancer actually holds; the מסלול מקוצר election affects income-tax filing, not the quote header.
• Chevra ba'am (חברה בע"מ): incorporated. Charges 18% VAT, has both מספר עוסק and מספר חברה.

The oseik status drives whether the quote shows a VAT line, what the issuer header says, and what the issuer can label the future invoice.

Step 2: Collect the line items

For each line item, get:

• Description (Hebrew preferred for Israeli clients; bilingual if the client is international)
• Quantity and unit (hours, days, units, "fixed")
• Unit price in ₪ (or specify another currency, see Step 6 on FX clauses)
• Optional discount (% or flat ₪)