Quotation and Invoice Guides

Learn how to write a quotation, compare quotations and invoices, and convert an accepted quote into an invoice with practical examples and checklists.

• Quote to invoice: convert an accepted quotation in QuoteBill

  Turn an accepted quote into a separate invoice draft in QuoteBill. Keep the original quotation, review dates and amounts, save, and prepare a PDF.

• Quotation vs invoice: differences, timing, and a practical example

  Compare a quotation and an invoice by purpose, dates, amounts, and next steps. Follow a practical project example and the matching QuoteBill workflow.

• How to write a quotation: fields, example, and checklist

  Write a clear quotation with customer details, scope, quantities, prices, dates, and terms. Use a worked example and check the QuoteBill PDF before sharing.

• Invoice payment terms: Net 15, Net 30, and due-date examples

  Write clear invoice payment terms with Net 15 and Net 30 examples, an explicit due date, deposit checks, and a practical follow-up checklist.

• Freelance invoice checklist: hours, project fees, and PDF review

  Prepare a freelance invoice with a worked hourly-plus-fixed-fee example, scope and expense checks, billing details, and a PDF checklist before sending.

• International invoice currency: exchange rates, fees, and checks

  Clarify invoice currency, settlement currency, exchange-rate examples, and bank fees. Review cross-border tax and QuoteBill country-setting limits.

• Invoice numbering: sequences, duplicates, and corrections

  Plan a traceable invoice numbering system with year and sequence examples, checks across devices, correction records, and QuoteBill numbering limits.

• Proforma vs invoice: payment and export document differences

  Compare a proforma, payment invoice, and commercial export invoice with a worked goods-order example and a checklist for choosing the right document.