From Quotation to Invoice

This flow describes the sales journey, when a service is first quoted before being carried out.

Quotation ─▶ Customer approval ─▶ Sales order ─▶ Intervention ─▶ Invoice

Steps

1. Quotation — the manager creates a quotation with services, parts and pricing.

2. Sending & approval — the quotation is sent to the customer, who approves it.

3. Sales order — the approved quotation becomes a confirmed order.

4. Intervention — one or more service orders are created and carried out.

5. Invoicing — the invoice is generated based on the actual work done (and/or the order).

Matching the amounts

Document	Amount
Quotation	Proposed estimate
Order	Confirmed commitment
Invoice	Actual work (labor + parts used)

Quotation / actual discrepancies

If the actual work differs from the quotation (additional parts, extra time), adjust the invoice and inform the customer before issuing it.