How to Write
Step 1 – After the document is downloaded, submit the following information:
Bill From –
- Enter the plumber’s name
- Company name
- Street address
- City, State, Zip Code
- Contact telephone number
Bill To –
- Enter the client’s name
- Company name (if applicable)
- Street address
- City, State, Zip Code
- Contact telephone
Invoice Information –
- Invoice number
- Invoice date
- Enter the date payment is due
Step 2 – Itemizations – Once the job is complete, enter the following information into each field within the columns:
- Description of services
- Quantity of materials and hours
- Enter the price of the service
- Enter the total cost into the “Total” column
Step 3 – Calculations –
- Add all of the amounts for materials and services. Once calculated, enter this total into the “Subtotal” field
- To the subtotal amount, enter the amount due for sales tax
- Enter any miscellaneous charges into the “Other” fields
- Calculate all amounts in the “Subtotal,” “Sales Tax,” and “Other,” fields
- Enter the calculated sum into the “Total” field at the end of the “Total” column
- This will be the amount to be paid to the plumber or company, by the customer
Terms and Conditions –
- Read the terms statement
- Enter the number of days within which, payment must be made and received to avoid late fees
- Enter a percentage of the cost of items or total bill, that will also be payable with the payment, in the event the payment is made and/or received late
Step 4 – Choose a Payment Type –
- Select a credit or debit card
- Enter the Card holder’s name
- Account or Credit Card number
- Expiration date in mm/yy format (located on the front of the card
- CVV (three (3) digit code on the back of the card)
- Enter the zip code connected with the billing address
- The cardholder must read and agree to the statement
- If in agreement, the cardholder must provide their signature
- Date the card holder’s signature in mm/dd/yyyy format
Bank Wire – Should the client have permission to pay by bank wire, submit the following:
- Submit the name on the Bank Account
- Street address
- Bank name
- Client’s account number
- Client’s Routing number
- Account type
PayPal Payments –
- Should the client opt to pay through their PayPal account, they must provide the email address associated with their PayPal account
Once completed, the plumber may present the bill to the customer for payment or they may choose to send the customer a bill for payment.