Free tool
HVAC invoice template
Bill the job in your own tax and currency, and get paid.
- Inspection and diagnosis1 visit120.00
- Install labour8 hr960.00
- Furnace, high-efficiency13,444.00
- Venting and fittings1 lot216.00
- Take away the old unit1 load110.00
- Smart thermostat, signed change1260.00
- Subtotal
- 5,110.00
- Sales tax 10%
- 511.00
- Deposit paid
- −533.50
Balance due
5,087.50
Interest if late: 1.5% a month, 18% a year
HVAC · Invoice
What goes on an HVAC invoice
The example above is made up; yours starts with nothing filled in.
Start yours-
The diagnosis on its own line
A customer who says no to the repair still sees what the visit was for.
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Parts with what they are
Part names and model numbers, so the customer and the next tech know what went in.
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Refrigerant by the amount
Refrigerant added on its own line with how much, the way you log it.
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When it's due, and what late costs
The due date, the ways to pay and any late interest agreed up front.
The papers of one HVAC job
Do plumbing too? Plumbing invoice template
The same made-up job, every amount before tax.
- 1 Hourly rate 120.00 / h worked out once
- 2 Estimate 4,850.00 priced from the rate
- 3 Invoice You're here 5,110.00 the estimate and a signed extra
The lesson behind it
Where it fits
All toolsSends it work
Every step of a job
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01 Before the job
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02 Agree it
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03 On the job
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04 Get paid
- Invoice maker This tool
- Money chase
- What each job made
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05 After
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06 Back office
Questions
Does it work where I am?
Yes. You type your own tax, rate and currency. Check the rule where you work.
What does an invoice need to show?
Your name, a number, the date, the customer, each line, the tax and when it’s due. Check the rule where you work.
Do I have to charge tax?
Only if you’re registered; otherwise turn it off. Check the rule where you work.
Can I charge interest when they pay late?
If they agreed before the work. Many places cap it. Check the rule where you work.
Where is my invoice kept?
Nowhere, unless you sign in and save it. A PDF is made on our server and not kept.
How long do I keep invoices?
As long as your tax office asks, often five to ten years.
Is this legal or tax advice?
Guidance, not legal advice.