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Basics · 3 min read

Estimate vs invoice: when to use each

Clear roles for job pricing versus amounts due.

Estimates

Estimates are approvable job pricing. They move through draft, sent, viewed, accepted, declined, expired and converted.

Use them before you mobilise work so scope and price are agreed in writing.

Invoices

Invoices are bills: due dates, GST-friendly totals and payment tracking.

Create from scratch, pull from Track & Invoice, or convert from an accepted estimate.

A simple rule

Price the job with an estimate. Collect money with an invoice. Invoicerr is built so those two documents stay linked through convert and payments.

Continue in Invoicerr