Before you allow a plumber to start their work in your home or office, you must first agree on the scope of work and price. Whether you want to install a new pipework or repair pipes for gas, water, or sewerage, there should be an agreement on the cost of work and when payments will be made. After completing their work, the plumber will prepare a plumbing invoice using a plumbing invoice template. The invoice will indicate the amount owed to them and the payment date.
What is a plumbing invoice?
A plumber provides essential services at homes and offices that ensure all pipework is functional. After completing their work, they use a plumbing receipt template to prepare a plumbing bill. It is a legal document that plumbers use to bill customers.
It shows the scope of work, the items bought, and labor charges. The plumber indicates the total charge on the plumbing bill and his preferred way of payment like bank transfer, e-payment, check, or cash.
Plumbing Invoice Templates
What does a plumbing invoice look like?
A plumbing invoice shows everything a client may want to know concerning the work done. It answers every question that a client may want to know, like where the work was done, who did it, what was done, when, and how it was done. To address all these questions, this is what a real plumbing invoice should look like.
- Methods of payment. To make their work easier, a plumber can download a plumbing invoice template and use it to fill in the details. In the payment method section, the plumbing bill should show the different types of payment methods the plumber accepts. These are methods like cash, bank transfers, e-wallets, check, or credit cards.
- Total amount due. Another section in the plumbing invoice template shows the amount due. After itemizing all the plumbing items bought and the work done, this section shows the client the total amount owed to the plumber.
- Items bought. The real plumbing invoice shows the itemized details. These details show exactly what was replaced. It shows the total hours the plumber and their team spent on the site.
- Date of payment. The date of payment in the real plumbing invoice shows when the money is expected. Some plumbers would like to be paid immediately, while others give a grace period. If there are any accruing fees for late payment, it is indicated in this section.
- Contact information. The contact information is important in the plumbing receipt template. It shows details of who the client should contact if they need clarity on any information. The client saves the information to use the next time when they need plumbing services.
- Terms of payment. Terms of payment are different from payment methods. The terms show details like transfer fees, late payment fees, taxes, or any additional payment. Some methods of payment attract charges from the bank. The payment terms show whether the customer should meet the cost. If a check is returned, the plumber’s account will incur penalties. When filling the plumbing receipt template, the plumber should indicate how the penalties shall be recovered. It should indicate if there are any fees for late payment.
- Additional information. The customer may require to be provided with some additional information. Even if they have not requested it, the plumber must provide it. They can include additional information as follows.
- Photos. Photos provide proof of what kind of work the plumber did. It is common practice in the plumbing sector to show photos as proof of what was done. Take photos before you start the work and after completing it.
- Receipts. If the plumber purchased items like nipples, soldered joints, pipes, and other joints, they should keep the receipts safely. If the client needs proof, the receipts will provide proof.
- Signature . The plumbing receipt template contains space for signing. The customer should sign to acknowledge that they received the invoice. The client retains one copy, and the plumber retains the other for reference.
Plumbing Receipt Templates
How do I write a plumbing invoice?
To write a plumbing bill, the plumber needs to get a plumbing receipt template online. After downloading, fill in the following information.
Your name and address
Write your personal details in the first part of the plumbing receipt template.
- Your full name
- Your company names
- Street address (city, state, zip code)
- Telephone number (you can include your company and personal telephone number)
Write the client details in the plumbing receipt template.
- Full name of the client
- Their company name, if applicable (when serving corporate clients)
- Physical address (city, state, zip code)
- Telephone number
Part 1: The invoice details provided in this area are as follows.
- Invoice date
- Invoice number
- Payment due date
Part 2: Part two shows the itemized details. It should be filled on the plumbing receipt template once the job is complete.
- Detailed services description
- Total hours worked
- Materials quantities
- Cost of the service
- The total cost of the items
Part 3: Part three contains the calculations. The customer should see how the costs are adding up to remove any doubts or questions.
- List all the materials purchased or used during service provision. The amount should be indicated in the subtotal.
- If there is any amount due for sales tax, indicate the subtotal.
- If there are any miscellaneous charges, indicate them in the field indicated as “others.”
- Write the subtotals, which should include the amounts from the subtotal, sales tax, and other fields total.
- At the end of the plumbing receipt template, indicate the total of everything combined. This is the total the customer will pay, but if there is a penalty due to late payment, it should be indicated once it becomes applicable.
You can first read a plumber invoice example to know what kind of terms you should indicate. The following terms are important:
- Total days are provided as the grace period. The grace period is provided if the client fails to pay by the due date. After the grace period lapses, the applicable penalties become effective.
- Applicable penalties.This is the charge the client will pay if they exceed the grace period.
You can include several payment methods in the plumbing invoice template. The purpose is to provide the customer with several options. You can include the following payment methods and more if you wish.
- Card type (debit or credit card)
- Card holder’s name
- Card number
- Card expiry date (month and year as indicated in front of the card)
- The CVV code (it’s a three-digit code located on the back of the card)
- Zip code for the card’s billing address
- Payment statement (this is a statement that the cardholder has to read first and agree to)
- Signature (the cardholder signs if they agree with the payment statement)
- Date (this is the date when they make the payment which starts with month, day, and year)
If the customer wishes to make payment through bank wire, they should provide the following information:
- Account name
- Physical address
- Bank name
- Account number
- Routing number
- Account type
If payment will be made through e-wallets, the plumber should indicate which e-wallet payments they accept and provide the account details in the plumbing invoice template.
Types of plumbing invoices
The plumber should read a plumber invoice example to help them understand the different types of plumbing invoices they can use.
- Recurring invoices. When a plumber has a signed contract with a customer to provide services for a prolonged period, they will keep writing a plumbing bill after each fortnight, month, or whatever period they have agreed with the client. This is what is called a recurring invoice.
- Debit invoice. A debit invoice is a plumbing bill issued after several due amounts accrued. It could be that the plumber has agreed with the client for the payments to be made after several invoices. It could also be because the client has delayed payments. The debit invoice will include the current invoices, past invoices, and penalties.
- Standard invoice. The standard invoice is the ordinary type of invoice used by every plumber. It lists the exact amount the customer needs to pay and the type of services provided.
- Time-based invoice. A time-based invoice falls due after the agreed work hours. If the plumber works for three hours, the customer will pay for work worth three hours.
- Prepayment invoice. A plumber issues a prepayment invoice at the time when they need down payment from the customer. This type of invoice is issued when the scope of work is more and the plumber may require money to help them start the work.
- Credit memo. When a payment is made to the client’s account, they sign a credit memo to acknowledge receipt of the payment.
- Mixed invoice. A credit invoice provides several lists of charges to a client. It may include any credits made to their account.
A plumbing bill benefits both the plumber and their client in different ways. When it is properly filled, a plumber can use it to track sales. The invoices can be used to help the plumber know their losses and profits. If there are misunderstandings, the invoice can be attached to the plumbing contractor to prove that the work was completed.