How to use it
- 1
Add your business and the customer
Your business name, address and contact details go top-left; the customer top-right under Bill to. Set the invoice number, date and due date. Sequential invoice numbers that match your estimates prevent most payment disputes.
- 2
Enter line items
One line per service, labor block or part, with a quantity and rate. Keep descriptions specific ("Replace 40-gal water heater, labor" beats "Labor"): customers pay faster when they can see what they bought.
- 3
Add tax and any deposit
Enter your sales-tax rate if you charge it, and any deposit already collected. The balance due updates automatically.
- 4
Print or save as PDF
Click Print / Save as PDF. In the print dialog choose Save as PDF to get a file to email, or print it for the truck. Your invoice stays saved in this browser so you can reuse the header next time.
Read the method behind this tool: The paperwork every service business needs.