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9+ HVAC Invoice Template

A HVAC invoice template is pretty standard in the HVAC industry. In case you were wondering HVAC stands Heating, Ventilation and Air Conditioning. With temperatures all over the world, witnessing a dramatic rise. This industry is poised to stay in demand and have robust growth for a long time.

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5 Steps to Create an HVAC Invoice

Step 1: Header

You don’t want there to be any ambiguity regarding the invoice, so it is prudent to mention INVOICE in bold letters atop the document. Then company a company logo if you have one, followed by relevant contact info pertaining to your company like phone number, address, email address etc.

Step 2: List of Goods and Services

An itemized list of Goods and Services must be provided to the client, with a clear breakdown of said goods and services. The main details to keep track of here are name, date and amount. What good or service was provided, on what date and how much did it cost.

Step 3: Date, Invoice Number and Purchase Order Number

These details will be a big blessing down the line for your business. They will help you in sorting, organizing and keeping track of any and all activity relevant to your business. Never skip out on these details. You can use a simple filing system, unique billing code or a date based purchase order number.

Step 4: Pricing Analogy

You will want to provide the individual cost next to each line item, along with the total cost of the entire service. If any discounts were provided mention them. If taxes are applicable, make a note of that as well. Mention the total amount clearly. Some consider it prudent to include before and after pictures of the job site.

Step 5: Payment Terms

An invoice is not enforceable by law unless you include terms of payment and there is considerable ambiguity regarding what constitutes a term of payment. Nonetheless you should make a clear mention of how and when you expect to get paid, whether in installments or via cheque or card.

9+ HVAC Invoice Templates

1. Professional HVAC Invoice Template

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File Format
  • Google Docs
  • Google Sheets
  • Excel
  • Word
  • Numbers
  • Pages

Size: A4 & US

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This HVAC invoices template is done in yellow and black font, with the yellow used for emphasizing important information. This template conveys a modern vibe. And all relevant details like billing address, service address are mentioned. It can be fully edited and customized. You can hit the ground running with this template.

2. Modern Servicing Invoice Template

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File Format
  • PDF

Size: 95KB

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This HVAC invoice form template has a purple and white color scheme. Using this invoice will certainly give your business a measure of credibility. This is no mere invoice, it attests to your skill and professionalism. The attention to detail makes this invoice highly functional. This invoice comes with a separate form, to be filled in by the technician.

3. HVAC Invoice Template Sample

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File Format
  • PDF

Size: 89KB

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This estimate invoice template billed to a museum is a veritable lesson in billing. Although it has a simple and minimal design, it nevertheless doesn’t skip out on the details. From installing copper wires to entire air conditioning unit, each good and service has been exhaustively itemized alongside unit, price and date.

4. Simple HVAC Invoice Template

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File Format
  • PDF

Size: 84KB

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This general invoice template is relatively simple, yet it packs quite a punch thanks to its commitment to details. It is very well written and even a lay person can understand how the final amount was reached. The company logo in red at the top right corner adds a dash of color.

5. HVAC Service Order Invoice

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File Format
  • PDF

Size: 32KB

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This sample standard invoice is a cross between a form and an invoice template. Nevertheless it gets the job done. The invoice template design is professional with a focus on functionality and aims to get in as much detail as possible. There is even a 30 days warranty clause. Talk about covering all your bases.

6. HVAC Service Invoice Example

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File Format
  • PDF

Size: 833KB

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This HVAC service invoice template was created keeping details in mind. It even has a slot for arrival and departure time. It has a simple yet elegant design with a focus on usability. The company logo at the top right corner adds a sense of unpredictability, but the overall effect cannot be denied.

7. Functional HVAC Installation Template

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File Format
  • PDF

Size: 468KB

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This sample hvac invoice can be a bit intimidating at first due to its exhaustive recording of services rendered. But take a second look and you will consider the documentation well worth the effort. After all the sole purpose of any invoice is to paint a clear picture of how and where your money was spent.

8. Sample HVAC Invoice

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File Format
  • PDF

Size: 5040KB

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This sample service invoice puts its money where its mouth is by taking detailed pictures of affected areas to provide the customer an added sense of relief that all their money was well spent. The design of the invoice is bright and colorful. It cleverly draws your eyes to all of its professional certifications.

9. Corporate HVAC Invoice

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File Format
  • PDF

Size: 697KB

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This company invoice although simple in appearance gets the job done. Even though it only occupies half the page, it isn’t light on details. All pertinent details have been covered and the customer will be able to make a clear determination as to how his money was spent. A snazzy logo atop the invoice lends it an air of mischief.

10. Detailed Invoice Report

Details
File Format
  • PDF

Size: 364KB

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This invoice template seems to be commissioned for an entire town, and it’s exhaustive documentation and record keeping lends credence to this assertion. All the information is arranged systematically so as not to overwhelm the reader. There is a sense of flow, of quiet movement to this invoice as it moves from one topic to the next.

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