How to Write
Step 1 – Download the document – Enter the following information:
Bill From –
- Installer’s name
- Company name (if applicable)
- Street address
- City, State, Zip Code
- Company telephone number
Bill To –
- Client’s name
- Company name (if any)
- Street address
- City, State, Zip Code
- Client’s telephone number
Invoice Information –
- Invoice number
- Invoice date in mm/dd/yyyy format
- Date that the invoice is due for payment in mm/dd/yyyy format
Itemization Information –
- Submit a description of the service performed
- Enter the price of materials
- Number of units of each material used to complete the project
- Enter the total cost in each row of information
- AND
- Once all material and labor costs have been itemized into each row, add the amounts of each row and place them into the “Total” column
- Calculate all figures located in the “Total” column
- Enter that figure into the “Subtotal” field
- Enter the Sales Tax due on the “Subtotal” amount
- Submit any miscellaneous sales
- Calculate the subtotal, sales tax and “other” fields to arrive at the total cost of the invoice.
- Enter the total into the “Total” field, at the end of the document
Terms and Conditions –
- Submit the number of days, within which, payment must be received, in full, (unless other written terms have been agreed upon) by the installer or company
- Enter a percentage of the invoice or per item, as late fees to be added for late charges
Choose a Payment Type – The client shall select a payment type and enter the following:
- Cardholder’s Name
- Account or Credit Card number
- Expiration date
- CVV (three digit code on the back of the credit or debit card)
- Billing zip code (the zip code attached to the mailing address that matches the name on the card)
- The client must carefully read and agree to the statement provided
- Enter the client’s signature
- Date the client’s signature
Bank Wire – Should the client wish to pay by bank wire –
- Enter the name on the Bank Account
- Street address
- Bank Name
- Account number
- Routing number
- Account type (ie: checking, savings, business etc.)
PayPal – Should the client wish to pay via PayPal account –
- Enter the client’s email address connected with their PayPal account