3 MIN READ · QUOTAVANI
Quote vs invoice: what is the difference?
Understand the difference between a quotation and an invoice, when to send each and what to check before turning an accepted quote into an invoice.
Updated · Quotavani
Start with the purpose
Send a quote before work begins to set out the proposed scope and price for your customer to consider. Send an invoice when you are requesting payment for the goods or services described, following your agreed payment terms. Choose the document that matches the next step: agreeing the work or paying for it.
For a quote, make the scope clear
List the work or products, quantities, agreed pricing basis, exclusions and any assumptions. Include how long the quote is valid and how the customer can accept it. A clear scope helps both sides spot misunderstandings before work begins.
For an invoice, make payment clear
Identify your business and customer, use a distinct document number and date, describe what is being charged, and show the total. Add the agreed payment timing and verified payment details. Refer to the accepted quote or job where helpful.
Check the details that depend on your situation
Check the tax fields and business identifiers required where you operate. The effect of an accepted quote depends on its wording, your agreement and local rules, so make the scope, price and acceptance terms clear.
How to test this in Quotavani
Create one sample quote and one sample invoice. Check their labels, customer details, line items and totals in the PDFs. Then repeat a document for another customer and verify every carried-over field before sharing.
See the finished document.
See Quotavani invoices and quotations with business details, itemised work and clear totals.
Explore the PDF output ↗