What to include on a service invoice
Every invoice needs your details, the client's details, an invoice number, dates and a total. A service invoice also needs a record of the visit itself.
- Service date and location
- The day you did the work can differ from the invoice date, and the service address can differ from the billing address. Add both as custom fields so they print in the header, for example “Service date” and “Service address”.
- What you did, in plain words
- “Replaced failing hard drive, restored files from backup, tested boot” tells the client more than “Computer repair”. Use the details line under each item for the specifics.
- Call-out or trip fee
- If you charge for showing up, list it as its own line instead of padding your hourly rate. Clients accept a named service call fee more readily than labor that looks inflated.
- Labor as hours × rate
- Put hours in the quantity column and your rate beside it, using decimals for part hours: 2.5 for two and a half hours. If you bill a flat rate per job, enter 1 and the flat price instead.
- Parts and materials
- Anything you supplied (a part, a cable, a filter, a license) goes on a separate line with quantity and unit price. Some places tax parts and labor differently, so keeping them apart also helps at tax time.
- Warranty and follow-up
- Say how long your work is guaranteed and what happens if the problem comes back. One line in the notes, such as “Labor guaranteed for 90 days”, prevents a lot of calls.