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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.
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.
You invoice when you've delivered (or per your agreed terms). The invoice is the document that creates the receivable and the output VAT.
A payment received against the invoice clears the balance. Now the cycle is complete: offer → agreement → billing → cash.
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.
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.
Start free with the invoice tool, or open the business dashboard.