Invoice vs quote — when to use each

A quote (or estimate) proposes pricing before work begins. It tells the client what services will cost if they accept.

Quotes typically include an expiry date — 'Valid until March 31' — because prices and availability change.

An invoice requests payment for work already completed or products delivered. It includes a due date for payment.

Invoices are accounting documents. Your client may need them for tax deductions and expense reporting.

Send a quote when scoping a project, bidding on work, or before the client commits.

Send an invoice after delivery, at project milestones, or on a recurring schedule.

InvoKit supports both — switch between invoice and quote mode in one click.