Fixing pipes and drains is your forte and you know your way around a water heater. You’re a true professional when it comes to plumbing. But when it comes to billing your clients, you could use a little help.
Invoicing is an essential part of your business as a plumbing contractor. Not only do you need to keep track of the work that you have done, but you also need to make sure that you are getting paid for your plumbing services.
You need an invoice that represents your business well and communicates the value of your services to customers. In this post, you’ll learn exactly how to put together a polished and professional plumbing invoice template for your business.
What is a Plumbing Invoice Template?
Invoice templates are documents used by contractors to bill their clients for the work that they have done. The invoice templates includes all of the necessary information about the job, including a description of the work, service date, the amount charged, and any other relevant details.
Why Use a Plumbing Invoice Template?
First, it can help you to save time when billing your clients. With a template, you don’t have to start from scratch every time you need to create an invoice.
Second, using a plumbing invoice template can help to ensure that you don’t forget any important details about the job. When you use the same template for every invoice, you can be sure that you’re including all of the information that your clients need.
Finally, a plumbing invoice template can help to give your business a professional appearance. If you use a well-designed template, it will show your clients that you mean business.
What to Include in Your Plumbing Invoice Template
Now that you know why you should use a plumbing invoice template, let’s take a look at what you need to include in yours.
Basic company details
At the top of your plumbing invoice form, you should include your company name, billing address, and contact details. This will help your clients to know who they are dealing with, and how to get in touch with you if they have any questions.
Be sure to also include the date that the work was performed, as well as the invoice date. This will help your clients to know when the work was done.
If you have a logo for your business, you can include that on the invoice template as well. This will help to make your brand more recognizable to clients.
Every invoice that you send out should have a unique invoice number. This will help you to keep track of unlimited invoices, and it will also make it easier for your clients to reference the professional invoice if they need to.
Itemized list of services
The next thing you need to include is a detailed list of the plumbing work that you have done, including a description of the services you provided and your customer's information. Be as specific as possible, so that your clients know exactly what they are being charged for.
If you have performed multiple jobs for a single client, you can include them all on one invoice or create separate professional invoices for each job. Just be sure to clearly label each invoice so that your clients can easily keep track of them.
After you have listed the services that you provided, you need to include your pricing information and labor costs. Include the rate that you charge for each plumbing service, sales tax rate, unit price, as well as the total cost.
If you offer discounts for certain services, be sure to mention that on your invoice. For example, you could offer a discount for seniors or repeat customers.
Finally, you need to include your payment terms on the invoice. This includes the date that payment is due, as well as the methods of payment that you accept. You might also want to mention any late fees or penalties that will be applied if payment is not received on time.
By including all of this information on your plumbing invoice template, you can be sure that you are providing your clients with everything they need to make a payment.
That said, here are a few invoicing tips you need to consider to create a perfect plumbing invoice template:
- Use a professional-looking font. This will help to give your invoices a more polished appearance. To clients, this will signal that you are a professional plumbing business that they can trust.
- Include your company logo. It doesn’t have to be anything fancy – just something that will help your clients to remember your business.
- Keep it simple. Your invoice doesn’t need to be overly complicated. In fact, it’s better if it isn’t. Stick to the basics and include only the necessary information.
- Use colors sparingly. Too much color can be overwhelming, and it can make your invoice look unprofessional. Stick to one or two colors, and use them sparingly.
- Be sure to proofread your invoice carefully before you send it out. This will help to ensure that there are no errors and that all of the information is correct.
When Should You Send a Plumbing Invoice?
This depends on your agreement with the client. If you have agreed to send an invoice at the end of each month, then be sure to do so. However, if you have agreed to send an invoice after each job is completed, then you will need to send one as soon as the job is done.
The most important thing is to be consistent with your invoicing. This will help to ensure that your clients know when to expect an invoice, and it will make it easier for you to keep track of your finances.
Bonsai helps you create professional plumbing invoices
Over 500,000 freelancers and SMBs trust Bonsai, and for good reason. With Bonsai, you can create plumbing invoices within minutes. You get access to plumbing invoice templates at the click of a button, and you can customize them to fit your plumbing company. Bonsai takes the stress out of sending invoices -- say goodbye to customizing Google Sheets and Google Docs. Signing up is free, and you get access to other features such as:
- Automatic payment reminder scheduling
- Comprehensive business finance overview
- Invoice read receipts
- Secure SSL communication for data encryption -- plus much, much more
Sign up for a free account today.