The archive

Customer experience operations: articles & guides

Field notes on customer-experience operations. Written for the people who run onboarding, billing, and support, not just measure them.

Billing

Billing vs Invoicing: The Difference, With Examples

Invoicing is the act of creating and sending a request for payment. Billing is the wider process of charging a customer and collecting what they owe. Here is the difference, a side-by-side table, a worked example, and which teams own each.

Billing

Dunning vs Collections: The Difference in AR

Dunning is the in-house reminder sequence for overdue invoices. Collections is the harder, later pursuit of seriously past-due debt. Here is the difference, a table, and where one hands off to the other.

Billing

Invoice vs Statement of Account: The Difference

An invoice bills one transaction. A statement of account summarizes every open invoice, payment, and credit on the account. Here is the difference, a side-by-side table, a worked example, and why customers should never pay from a statement.

Billing

Quote vs Estimate vs Invoice: The Difference

A quote is a fixed price you commit to. An estimate is an approximation that can move. An invoice asks for payment once the work is agreed or done. Here is the difference, a comparison table, and how the three connect in a real job.