Your HVAC service
invoice should include:
• An
invoice number for record-keeping purposes that matches the numbering on your estimate and HVAC work order (e.g. Invoice #1001, #1002, etc.)
• Your HVAC business’s name, logo, phone number, email, and mailing address
• Your customer’s name and contact details
• Line items that detail the type of work you provided, along with product and HVAC service descriptions (e.g. repairing HVAC system breaks, routine maintenance, or air conditioning service)
• The unit price associated with each line item, including HVAC contractors labor costs, materials and quantities, hourly rates, overhead costs, and any special discounts
• The date the invoice was issued and the payment due date. Make the due date as clear as possible—avoid confusing terms like “Net 30”
• Subtotal before taxes, discounts, and service fees
• The total amount owed, including applicable taxes and discounts
• Payment terms that include the payment deadline, instructions, accepted payment methods, late payment fees, and any service warranty disclaimers
• A note thanking the customer for choosing your services