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Invoice vs Estimate: When to Use Each Document
Last week, Jessica, a freelance graphic designer, sent what she thought was an estimate to a potential client. The client loved the pricing and immediately said “yes, let’s proceed!” But then Jessica made a mistake that cost her the project.
She sent an invoice.
The client was confused: “Wait, I thought that was just a quote. Why are you billing me before we’ve even started?”
Jessica had mixed up when to use estimates versus invoices. What should have been a smooth project kickoff turned into an awkward conversation about business processes. The client started questioning Jessica’s professionalism and ultimately decided to work with someone else.
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