Quotation or invoice? Know what to send, and when.
A practical guide to moving from a proposed price to an issued invoice, without losing the agreed scope.
Start with the agreement
A quotation describes the work you propose to do and its price. Include the scope, quantities, assumptions, expiry date and payment milestones. Ask your client to confirm the version they accept.
Invoice the work you have agreed
An invoice records an amount due for goods or services. Use a clear reference number, seller and client details, issue date, due date and an itemized breakdown. Add the tax information that applies to your registration and jurisdiction.
Keep the relationship visible
Keep your quotation, project, invoices and payment receipts connected. If scope changes, record a new quotation revision or separately approved variation instead of silently rewriting an accepted price.
How this works in Zeepoch
Create a quotation, review it with your client, record acceptance, and convert it into a draft invoice. Check the dates, amounts and tax treatment before issuing. A draft is editable; issued documents are locked.