Practical guides
to invoicing.
How to prepare invoices, work with estimates and keep payment records clear.
Invoice vs. estimate: what’s the difference?
An estimate proposes the work and its expected cost. An invoice requests payment. Knowing which document to send keeps the scope, price and next step clear for your client.
Read articleHow to record partial invoice payments
When a client pays in more than one installment, the invoice total stays separate from the payments received. A clear payment record shows what has arrived and what is still outstanding.
Read articleWhat to include on an invoice: a practical checklist
Before sending an invoice, check that your client can identify the work, understand the total and find the details needed to pay. Use this checklist as a final document review.
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