Service Invoice Template [Free Download]
Invoice templates are essential for maintaining consistency and efficiency. They help you keep your service business organized, make you look more professional, and inform your clients about what they’re paying for.
Use this template to help you take care of the complicated stuff like formatting, information fields, calculations, and business information. Once you download the form and share it with your team, your invoicing will be smooth sailing.
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How to use this small business invoice template
1. Download the PDF version of the template to your computer or tablet.
2. Save it as a new file.
3. Open the saved file and hard save some information in the template such as your contact information, and thank you and warranty in the “notes” section.
4. Open a new copy of the saved file or each new invoice you are read to create after a service.
5. Customize the fields with the service, special materials or supplies, and other important details regarding what was done during the appointment based on the job you are invoicing.
6. Calculate the total parts, labor, and time required, then add on taxes, fees, discounts, etc.
7. Save it as a new file with a unique name (Field Service Invoice 001170.JanelleBrown.PDF)
What is a service invoice template?
A service invoice template is a blank invoice that you use as an outline to create more detailed invoices for appointments. You can find templates as fill-in PDFs, Microsoft Word or Google Docs, Excel or Google Sheets spreadsheets, free invoicing tools, or even software like Jobber.
The point of the template is to have a blank form that you can quickly fill out for each appointment you complete. You won’t have to consistently fill out the same information over and over again (like terms, payment periods, or contact information) because you can save all that information in your master template. Then you can simply hand it over to your client and get paid.
What information should you include in your invoice?
Other than important details like your warranty, payment terms, and a thank you message, there are mandatory items you should include in your invoice template.
Don’t forget the following:
- Your unique identification number
- Company name, address and contact information
- The company name or personal name and address of the customer you’re invoicing
- A clear description of what you’re charging for
- The date the goods or service were provided (supply date)
- The date of the invoice
- The amount(s) being charged
- Tax amount if applicable
- The total amount owed
How to find the work invoice template to grow your business
The right invoice template should be flexible enough to allow you to send custom, detailed, and professional-looking invoices and quotes to your clients. It shouldn’t force you to constantly create a new invoice outline for every single service call you have. Plus, you should be able to use it as a quote template if a prospect asks you about your rates.
The template should include helpful information for your team as well as the client. That way:
- You have all the account information on hand if you ever need to return to the jobsite.
- You can easily reference past services, materials, and equipment because they are included in the invoice.
- Your client has a solid understanding of the services that were provided and their cost.
- Your client knows your service warranty and terms and conditions because they are stated on your invoices.
- Your client knows how to contact you if they ever need your services again, or would like to refer you to their friend.
Do you need different invoice and quote templates?
The short answer is no.
Having several versions of invoice templates can overcomplicate your invoicing workflow and leave room for error.
You should include all the same information fields on your invoices. That way you don’t overlook any important details that could lead to client confusion, payment discrepancies, and client service history.
Why should you use invoice templates?
- A consistent format helps you stay organized, and account for all necessary information every time.
- They reduce room for error by reminding you about mandatory fields you need to fill out.
- Digital invoices help you look more professional than hand-written invoices that were written in your car right after an appointment.
- They save time by allowing you to simply fill in fields without additional work.
- A copy of a clear invoice helps you track and measure your accounts receivable.
- They help you keep track of your rates and prices in case you need to make changes to improve your margins in the future.
- They help you get paid the proper amount on time — especially if your payment terms are on them.
- You can send them off to your client using a method (like email) that works for both of you.