HVAC Invoice Template

An HVAC Invoice is a document used by technicians and companies to charge for the parts and installation of HVAC (Heating, Ventilation, and Air Conditioning) equipment. Expensive equipment is almost always required for HVAC services; products such as Heat Pumps, Air Conditioners, Furnaces, and Air Handlers are a few of the items that may need to be purchased. Because of this, the invoice was designed to ensure the company can charge for both their time and the items they needed to buy to complete the job.

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Benefits of the HVAC Invoice

  • Fully Editable – Don’t like something we added to the template? Whether you want to remove a watermark, delete a particular field, change the color scheme, or add your company logo, all 4 of the formats we offer can be edited by you.
  • Completely Free – There’s no catch – simply download any of the formats, enter your information, and download or print!
  • Automatically Calculates – Both our PDF and Excel versions calculate the fields automatically, saving you from repetitive and time-consuming calculations.

How to Write in PDF & Word

Step 1 – Start by downloading the HVAC invoice in either PDF or Word.

Step 2 – Enter the name of the company that is rendering the work along with the contact details in the upper-right.

Step 3 – In the ‘Bill To’ section, input the client’s contact information, along with the Invoice Number, Date, and Customer ID (if applicable).

Step 4 – In the ‘Products’ table, enter the details of the HVAC items that were purchased. If using the Word version, you will need to calculate all of the ‘Amount’ fields manually, by multiplying the ‘Quantity’ fields by the ‘Unit Price’ fields. Repeat for the ‘Labor’ table and sum both the table’s totals to acquire the ‘Subtotal’ field. Multiply that number by (1+ ‘Sales Tax) to receive the final ‘TOTAL’ invoice amount. (Note: When entering the Sales Tax in the PDF version, enter the value in decimal format).

Step 5 – Enter any comments you have for the client in the comments box. Then enter the number of days until the full invoice amount is due at the bottom of the document. The HVAC invoice is now complete.