Invoice and quotation software earns its keep at one moment: when an accepted quote becomes an invoice without anybody retyping the numbers. That single link is what stops the two documents disagreeing, which is the most common cause of a client disputing a bill.
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The practical jobs this tool needs to handle:
A quotation offers a price for work not yet done and expires. An invoice demands payment for work already done and falls due. A quote creates no debt; an invoice does. Software that handles both should carry the numbers from one to the other without retyping.
Yes — that is the point of using one tool for both. The accepted line items, prices and client details carry straight into the invoice, and the invoice references the quote number so both documents stay tied together.
No. Separate sequences, ideally with distinct prefixes such as QUO- and INV-. Shared numbering makes your records ambiguous and makes it hard to prove which document a client actually accepted.
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