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Quote and Invoice Basics

The practical difference between a quote, an invoice and official accounting records.

7 min read

A quote proposes work and price

Use a quote before the customer has approved the scope. It should make pricing, quantities, discounts, taxes and validity clear at a glance.

An invoice requests payment

An invoice should include payment details, due date and clear line totals. For official posted invoices, payment follow-up and tax reporting, use Odoo Accounting.

Keep company details reusable

Company name, logo, address, VAT and default currency should be stored once and reused across documents to reduce manual mistakes.

Put it into practice.

Your next step starts with a simpler workspace.