6 min read

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What is a quotation?

A quotation is a priced offer you send before any commitment. It tells the customer what you'll deliver and at what price, but it doesn't create a sale or a tax point on its own.

What is a sales order?

When the customer accepts, the quotation becomes a sales order — a confirmed agreement to deliver. It's your signal to fulfil, and it lets you track what's been ordered versus what's been invoiced.

When to create an invoice

You invoice when you've delivered (or per your agreed terms). The invoice is the document that creates the receivable and the output VAT.

How payments close the cycle

A payment received against the invoice clears the balance. Now the cycle is complete: offer → agreement → billing → cash.

QuotationSales OrderInvoicePayment

Why linked documents matter

When each document flows into the next, you never re-type details, you can see conversion rates, and nothing slips through the cracks between a promise and getting paid.

How WasliPay helps

WasliPay lets you send a quotation, convert it to a sales order, turn it into an invoice, and record the payment — all linked, with the pipeline visible on your dashboard.

FAQ

Do I have to use every step?+
No. Use only what fits — some sales go straight to invoice. The steps exist when you need them.
Does a quotation charge VAT?+
A quotation is an offer; the tax point is normally the invoice. WasliPay handles this for you.
Can I convert a quote to an invoice?+
Yes. Quotations convert to sales orders or invoices without re-entering details.
This guide is for general information only and does not replace professional tax or accounting advice.

Do this in WasliPay

Start free with the invoice tool, or open the business dashboard.