Invoice vs estimate

An estimate helps a customer evaluate proposed work. An invoice requests payment for work or products that have been provided under the agreed terms.

Reviewed by Product team on August 11, 2026

Use an estimate before the work

Use an estimate before work begins when scope, quantities, or price need customer review. Include what you expect to provide, the proposed price, relevant terms, and a valid-until date when the offer should expire.

Use an invoice to request payment

Use an invoice when you are ready to request payment. It carries its own invoice number, issue date, optional due date, itemized charges, total, and payment instructions.

Keep the two records distinct

An estimate does not become an invoice merely because a customer accepts it. Create a separate invoice with its own number and dates. Pro can copy a saved estimate into a new invoice while preserving the original estimate.

A practical example

For example, a landscaper might estimate a spring cleanup before scheduling it, then invoice the completed work afterward. The final invoice can reflect agreed changes without rewriting the original estimate.