The quote the customer accepted is already the bill, minus a button. Retyping it is how rates and quantities drift apart.
A quotation is negotiated: a rate comes down, a line is dropped, a quantity changes. By the time it is accepted, the only accurate record of the deal is the quote itself.
Billing it again from memory or from a printout is where the discrepancy enters — a rate reverted to standard, a discount forgotten, a line quietly added. Converting the quote carries the agreed lines across exactly, and keeps the two documents linked so the deal can be looked back at.
With the rates you are offering.
Until the customer accepts.
The accepted quote becomes the invoice.
Stock moves and the ledger updates as it saves.
The bill itself — how it is raised, what it looks like when it reaches the customer, and what it tells you afterwards. A bill here is the same document whether it is typed on a phone at a counter or on a desktop in an office, and it carries your numbering, your logo and your terms.
This is the first thing most businesses use and the last thing they stop using: a bill starts the stock movement, the ledger entry and the tax record all at once.
The document it comes from and the one it becomes.
Yes — the agreed lines carry across rather than being entered again.
It becomes an ordinary invoice, so it behaves like any other bill from that point.
Yes, where the goods are not going out the same day, a sale order is the sensible middle step.
The negotiated rate only survives if the bill is made from the quote, not from memory.
