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For someone who offers to keep an individual or office people as comfortable inhabitants, you must be paid on time. Download HVAC templates to develop an organized billing system to charge all your clients for your maintenance services.

What Is an HVAC invoice?

HVAC stands for heating, ventilation, and air conditioning. Companies that install and provide HVAC services to businesses and homes use HVAC invoices. The company itself or the contractors to whom the company may outsource installation can use this document.

HVAC invoices are formal documents to keep the record of payments. The company may give it to the client once the service or installation is completed. Moreover, one must be very vigilant and careful while drafting an HVAC invoice document, and it must be delivered to the client as soon as possible.

This particular document must contain all the details along with dates. It must also include the following details including a description of all the rendered services, cost of each item, total cost, taxes, and the terms of payment.

If the payment is yet to be made or any penalty that would be assessed for late payments, HVAC should be used. Besides, if the client has given an advance payment, that payment should be subtracted from the total sum as well.

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Types of HVAC Invoices

There are three types of HVAC invoices, including parts and labor invoices, flat rate invoices, and service agreement invoices.

Parts and Labor Invoice

It is given to the client when they call you for service or repair of their HVAC unit. It must include the cost of the parts, the cost of labor, and the time to complete the service or repair. Usually, the cost of mileage is not included. However, if the job site is out of radius, then the parts and labor invoice must consist of the mileage cost as well.

Flat Rate Invoice

This invoice template is used to bill the client a flat rate. The cost of parts and labor are merged and converted into a flat rate. No other costs are added except taxes. However, if the client’s house or business is located outside of your service area radius, then you may include mileage cost too.

Service Agreement Invoice

It is an agreement between the client and the company to keep a check on the systems repeatedly. It includes all the costs at flat rates.

What to Include in an HVAC Invoice?

Before you do anything, you will need a user-friendly free HVAC invoice template to keep your invoicing data systematized. Whenever you give an invoice to anyone, ensure there is an invoice number. It will help you in keeping a record of the business in and out.

Apart from the aesthetics, keep an eye for every essential detail that is necessary to mention, such as:

  • Your company name and logo
  • Your business name and contact information
  • The serial number of the unit for which you are using the invoice
  • The due date for the payment
  • The services that you provided, along with the fee
  • The payment method

Conclusion

All in all, if you are looking for a perfect HVAC invoice template for your business, then WeInvoice has the best templates to cater to your needs. Here you will find all kinds of templates. If you wish to send your client a PDF file, then you can easily download the HVAC invoice pdf template for free from our website.

No matter what kind or type of HVAC invoices you might need, you will get a wide variety from our catalog. You can also easily customize them according to your needs.

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