This could be done within the body of the invoice (underneath the description of an item) or in a separate "Terms and Conditions" section. Terms and Conditions: Instead of comments that just specify payment requirements, you might need to spell out other terms and conditions.If you were converting a sales invoice into a sales quote, use the "Salesperson" field list who prepared the price quote. You could include a "Prepared by:" field below the address, and/or use the comment at the bottom of the template. You want your customer to know that they have a real person they can contact. Unlike an invoice which is a bill for a sale that has already taken place, a price quote is a tool for completing a sale. Prepared By: Your customer will want to know who they can contact if they have questions.But on the quote, you should label it "Quote #" to avoid confusing the customer into thinking that the quote is an invoice. Quote #: Depending on your quote and invoice tracking system, the quote # and the associated invoice # might end up being the same thing.
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