Estimate invoice template
Estimate invoice template supports the step from quote to bill: use it when work is done and you need to turn an approved estimate into a formal invoice. The layout mirrors an estimate (line items, quantities, rates) but is labeled as an invoice with a unique number, due date, and payment terms. Update amounts to reflect actual work or delivered goods so the client pays against the final scope.
Estimate invoice template Sample
Estimate invoice template
123 Business Street, City, Country
Phone: (123) 456-7890
Email: contact@company.com
Estimate invoice template
Bill To:
Client Name
Client Address
Client City, Country
Phone: (987) 654-3210
Email: client@example.com
Invoice #: 12345
Date: 2024-10-10
Due Date: 2024-11-10
| Item | Description | Qty | Price | Total |
|---|---|---|---|---|
| Service A | Itemized service or product | 1 | $100.00 | $100.00 |
| Service B | Additional line item | 2 | $50.00 | $100.00 |
| Subtotal | $200.00 | |||
| Tax (10%) | $20.00 | |||
| Total Due | $220.00 | |||
An invoice should include your business or name, the customer’s details, the date and invoice number, and a line-by-line breakdown of what was provided. Including payment terms—such as due on receipt, Net 15, or Net 30—helps you get paid on time and keeps records clear for taxes.
Supporting resources
| Resource | Type | Description |
|---|---|---|
| Estimate vs invoice | Industry guide | Estimate = proposal before work; invoice = payment request after work/delivery. Invoice shows final amounts and terms. |
| When to convert | Checklist | Convert when work is complete and approved, or goods delivered. Confirm any scope/price changes before sending. |
| Conversion steps | Checklist | Verify items and amounts match delivery; update title to Invoice; add invoice number and due date; send to customer. |
| FreshBooks estimate to invoice | Industry guide | How to create an invoice from an estimate in accounting software. |
Frequently Asked Questions
- When do I convert an estimate to an invoice?
- After work is completed or goods delivered and the client has approved. Update any changed quantities or rates to reflect the final scope.
- What is the difference between an estimate and an invoice?
- An estimate is a pre-work proposal; an invoice is a request for payment for work done or goods delivered, with a due date and terms.
- Should the invoice number match the estimate?
- No. Use a distinct invoice number for the invoice; you can reference the estimate number for the client’s and your records.