A plumbing invoice template earns its keep on the day the customer reads it, not the day it is written. The lines that get it paid are the ones that match what the customer agreed: the job reference from the estimate, the property, the labor as a line, the materials as lines, the permit or disposal as its own line, the total and the terms. The lines that get it queried are the ones that appeared from nowhere. The plumbing invoice tool on this site prints an invoice in that shape from your job's figures with no account, and the paid product keeps every one against the customer record.
Reference the estimate, name the property
The invoice carries the estimate number it came from and the property address, not just the customer's name, because a landlord with six units pays from the address. An invoice that cannot be matched to the estimate is the one the office gets a phone call about, and the one that sits unpaid until it is matched.
Labor, materials and the extras as separate lines
Labor is a line with the hours or the flat-rate task named. Materials are lines with the part and the quantity. The permit, the disposal, the after-hours call-out and the diagnostic fee are lines of their own. A single total with no lines is queried more often than a long invoice, because the customer cannot see what they are paying for.
Terms, and the way to pay
Due on receipt or a stated number of days, the accepted payment methods, and a link or a code that takes the customer straight to paying. The invoice that is easiest to pay is paid first. A deposit already taken is shown as a line deducted from the total, so the balance is unambiguous.
The numbers that stay consistent
The rates on the invoice are the rates in the price book, and the price book on this site is where they live. An invoice that quotes a labor rate the estimate did not is the invoice that loses the customer's trust. RoughInDesk Pro prints the invoice from the same price book the estimate used.
Questions people ask about plumbing invoice template
Should a plumbing invoice show hours or a flat rate?
Whichever the estimate showed. Changing the basis between estimate and invoice is the most common cause of a query.
Do I need an invoice number?
Yes, sequential and unique, because it is what the customer's accounts and your own reconciliation match on.
Is the invoice tool free?
Yes: it prints the invoice from your figures without an account. Keeping invoices against the customer record and taking payment is the paid product.