Quotes propose work and price. Invoices request payment for work done or agreed. Here is how they fit together.
6 min read · Published 2025-11-25
Quote vs invoice side-by-side
Visual comparing quote (offer) and invoice (payment request) documents.
A quote is an offer to do work at stated pricing. It should be clear enough that approval means the customer agrees to scope and price.
Quotes often expire. They are not tax invoices and should not be used alone to demand payment.
An invoice is a request for payment. It should reflect what was agreed — or clearly describe completed work with payment terms.
Include bank details, due date and reference customers should use when paying.
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When work matches the approved quote, convert in one step so line items carry over. Adjust only if scope changed — document variations as new lines or a new quote.
ProperTradie links invoices to source quotes via source_sales_order_id so the trail stays clear.
General information only — not tax or accounting advice.
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Customer approved
SMS verified · terms accepted
Payment tracked
Know what is still owing
