Kamal Hinduja : How to access Quotes vs. Invoices and how they differ?

[kamal1231]

Hi All,

I'm Kamal Hinduja, based in Geneva, Switzerland (Swiss) . Can anyone share their experience on how to access Quotes versus Invoices and how they differ?


Thanks, Regards

Kamal Hinduja Geneva, Switzerland

[heint]

Greetings, kamal1231,

Quotes feature is available in Sales Pack extension. Quotes are specific group of products or services with their quantities and prices that you quote to your customers.

Quote can be created from existing Opportunity. Each Quote can be converted to Sales Order and Invoice.

Invoices feature is available in Sales Pack extension. Invoice record represents a group of products or services with their quantities and prices.

An invoice is a non-negotiable document provided by a company to a customer to collect payment. In fact, it serves as a bill for the customer and is sent before shipping the goods or providing the services. As a rule, an invoice contains the list of items (namely products and services) that must be paid for, their quantity, price, taxes, discount rates, delivery details, and payment terms. In EspoCRM, invoices can be either manually created by users or automatically generated from the quote, sales order or opportunity records. This feature enables businesses to better monitor payments and sales data, and create a perfect impression by crafting professional-looking, branded invoices to customers.

An Invoice can be created from an existing Opportunity, Quote or Sales Order.


Detailed information about your topic can be found on the EspoCRM website or in official documentation.