Estimate vs Tax Invoice & Receipt - What is the Difference?
Know when to send each document and avoid delays. Create both in the same tool.
Back to generator|GST Invoice Template|ABN vs ACN|Help & FAQ
Why it matters
Sending the wrong document can confuse clients and cause payment delays. Estimates show what something will cost before work begins. Tax invoices request payment after work is complete. Receipts confirm that payment has been received.
Using the right document at each stage keeps your business professional and your records clear.
Example: Send a landscaping quote as an estimate; once work is done, issue a tax invoice. After payment, send a receipt for the client’s records.
At a glance
| Feature | Estimate | Tax Invoice | Receipt |
|---|---|---|---|
| Purpose | Quote before work begins | Request payment after work is completed | Confirm payment received |
| Includes GST? | Optional | Required if registered for GST | Shown if GST was charged |
| When it’s sent | Before doing the job or delivering goods | After delivering goods or completing services | After full or partial payment is received |
| Payment status | Pending (no payment yet) | Awaiting payment | Paid |
| Key details shown | Work description, estimated price, terms | Invoice number, ABN, itemised costs, GST, due date | Payment method, date received, total paid, remaining balance (if any) |
| Legal requirement | Not legally required | Required for GST-registered businesses | Required only if customer requests it |
| Typical file name | Estimate_123.pdf | TaxInvoice_123.pdf | Receipt_123.pdf |
How it works with QuickInvoice
- Choose document type: Estimate, Tax Invoice, or Receipt.
- Add items and set GST as inclusive or exclusive; preview updates immediately.
- Download a clean A4 PDF for email or print.
Tips
- Use Estimates to scope and align; keep wording approximate.
- Switch to Tax Invoice after supply; include due date and payment details.
- Receipt mode confirms payment and shows Paid and Balance.