What goes on a contractor invoice
- Your business name, address, phone, email and license number.
- An invoice number that goes up by one each time, and the date.
- The customer's name and the job address.
- What you did, line by line, with quantity, unit and price.
- Subtotal, any discount, sales tax and the total.
- Any deposit already paid, and the balance due.
- The due date and how to pay you.
Payment terms that get paid
Say when the money is due in a date, not a phrase. "Due on receipt" is common for service calls; a set number of days is common for larger jobs and commercial customers. List every way you take payment. If you charge a late fee, say how much and after how long, and check your state's rules on late fees first.
Sales tax on labor and materials
Whether labor is taxed depends on your state and on the kind of work. Some states tax materials only, some tax repair labor, some tax neither. The template applies one rate to the subtotal; if your state taxes only part of the job, set the rate to 0 and add tax as its own line. Your state's revenue department publishes the rules for contractors.
After you send it
Keep a copy, write down when it was paid and how, and send a receipt when the money lands. If you want card payments, automatic reminders and the books kept for you, the invoice you made here can open as a draft in a free Koira account.