Short answerA quote is an offer of work at a price, before the job. An invoice is a request for payment, after (or as) the work is done. In Mavri you convert an accepted quote into an invoice in one step.
The difference
A quote says what you will do and what it will cost. The client can accept or decline it. An invoice asks for payment for work delivered or agreed. Quotes come first; invoices follow.
A typical lifecycle
- Quote sent. In Mavri a new quote is Open.
- Client decides. You mark it Accepted or Declined.
- Work happens.
- Invoice issued. Open the accepted quote and choose Convert to invoice. Lines, tax and notes carry across.
- Payment recorded. Record each payment; the status moves to Partly paid and then Paid on its own.
When to use which
| Situation | Use |
|---|---|
| The client wants a price before committing | Quote |
| Work is agreed and delivered | Invoice |
| Scope may change before you start | Quote, then convert once it settles |
| Small repeat job at a known price | Invoice directly |
Details worth knowing in Mavri
- Each document keeps a snapshot of the business, client, lines, bank, currency and style used, so later edits to those records do not rewrite what you already sent.
- You can duplicate a document to start the next one quickly.
- Numbers are unique per business, kind, prefix and suffix, and you can change the next number.
Local rulesRequirements for quotes and invoices differ by country and by business type. Check yours with a qualified adviser; Mavri is not accounting or legal advice.
The full walkthrough is in the guide.
Sources
About the authorRaktim Ranjit created Mavri and leads the project at NodeDR Infotech Private Limited. See About.