Plumbing Business Tips

Plumbing Invoice: How to Create, Send, and Get Paid Faster

When your plumbing business is new, it’s okay if you use pen and paper to write the invoice. But if you want your business to be a success, your invoicing process has to evolve. Rather than reminding your clients that they owe you money, sending them a plumbing invoice shows professionalism and makes sure they call you up the next time they need a plumbing job done.

Our guide on plumbing invoices will show you how to take your plumbing invoicing process to the next level, and it’s definitely bookmark-worthy. In this guide, you’ll find:

  • What is a Plumbing Invoice?
  • What Should Your Invoice Include? A Checklist
  • When Should You Send Your Plumbing Invoice?
  • Types of Plumbing Invoice
  • Free Plumbing Invoice Sample Template
  • Benefits of Plumbing Invoicing Software

Also, find useful tips on how you can use Zuper to automate your invoicing process.

What is a Plumbing Invoice?

A plumbing invoice is an itemized bill sent to your customers after completing a plumbing job or visit. This one-page document details your company’s services, the total cost of the services, and how and when the customer can pay.

What to Include in Your Plumbing Invoice?

Your plumbing service invoice should have all the details a client needs to know. It should include who you are, what work you’ve done, how much to pay, and how to pay. Make sure you don’t leave out essential information as it can cause late payments or disputes. This checklist will help you create a professional invoice that has all the necessary details:

Plumbing Invoice Checklist

  1. Your Business Information in the Header

The invoice header should have your business information:

  • Business logo (if any)
  • Business name
  • Business address
  • Phone number and email address
  1. Your Client’s Contact Details

Include your client’s contact details. Ensure that you verify the contact person and list that name to receive the invoice.

  1. Issue Date, Invoice Number, and Due Date 

Each invoice should have a unique invoice number. This makes it easy to keep track of various invoices you send to different customers. Devise an invoice numbering system that works for you.

  1. Itemized Description of Services Rendered

To maintain transparency, it’s important to include an itemized list of the services rendered in the plumbing invoice in a tabular format as follows:

  • Date
  • Services Rendered
  • Items Purchased (quantity/price per unit)
  • Hours
  • Rate
  • Total billed amount
  1. Total Amount Due (With Discounts and Taxes)

Add up all the amount in the line items to come up with a total due amount. Write this amount on a separate line in bold. If you have to apply taxes and discounts, add them as a line item above the total amount due.

It’s important to get this number right. So do a double or triple check on the total amount.

Or you can avoid the hassle of creating a plumbing invoice from scratch by using field service management software. With Zuper’s invoicing software, you can convert estimates to invoices in a single click. The information from the estimate gets automatically populated in the invoice — no more redundant manual steps.

  1. Before and After Photos

Plumbing services are highly technical. It’s quite possible that your clients may not know exactly what you’ve done. Adding before and after photos or even videos is a good way to reassure your clients of what kind of work was done.

  1. Payment Terms

Your plumbing invoice should include the following payment terms:

  • Payment methods
  • Late fees or bounced check fees, if applicable
  • Warranty/Guarantee disclaimer- if offering a service warranty or money-back guarantee, ensure you specify the conditions

Field service management software allows you to keep track of all the payments from Dashboard and reports to gain insights on payments, overdue and bad debts. Get a 360 degree of your business to stay ahead of the game with Zuper FSMS. Book your free trial now!

  1. Signatures

Include a place for your customer to sign the invoice. It provides an acknowledgement of receiving your invoice and works as a contract between you and the customer.

  1. Personal Note

End your plumbing invoice with a brief personal note – as simple as “Thank you for your business.” Although this step is optional, it’s a great way to request feedback, get repeat business and referrals, and get an edge over competitors.

When to Send Your Plumbing Invoice?

  • For commercial or contract clients: Send the invoice email with the due date immediately or after a few days later. The payment due date should ideally be 30 days from its receipt.
  • For residential clients: Send the plumbing invoice right away. Plumbing software allows you to convert the work order to an invoice and send it directly from your smartphone to that of the client’s.

Types of Plumbing Invoices 

Plumbing services can range from mending a leak, fixing a toilet to repairing any range of plumbing disasters. Here are some of the most common plumbing invoice types:

  • Standard Invoice- Lists exactly what the client needs to pay for your plumbing services
  • Prepayment Invoice- Used to collect downpayment or deposit before you begin the plumbing work
  • Recurring Invoice– Used to collect payments for ongoing recurring services
  • Mixed Invoice– Lists a series of charges and credits made to a client’s account
  • Credit Memo– Used to acknowledge a credit made to a client’s account
  • Time-Based Invoice– Used to charge a client for the number of hours you spent on their plumbing work
  • Debit Invoice– Used to signify an increase in the balance due

Create a new template or select an invoice template from our gallery. Leverage your brand and offer a personalized experience to your customers. Try Zuper. It’s Free!

Benefits of Plumbing Invoicing Software

  • Core Customization Options- 

    Plumbing invoicing software help you to easily customize the font and color schemes, include logos and change your invoice style.

  • Easier Billing and Faster Payments

    The cloud-based invoicing software stores your clients’ billing information and automatically generate unique invoice numbers, making it easier for you to create invoices faster.

  • Track Your Sales

    The plumbing invoicing software saves all your past invoices and offers a dashboard to track your sales easily.

  • Easy Access-

    Cloud-based invoicing solutions give you access to invoices from anywhere and at any time.

  • Safe and Secure-

    Cloud-based invoicing system stores data in an encrypted format, keeping sensitive business and client information secure.

  • Gain Insights-

    The invoicing software help generate quick reports to get a clear understanding of your business finances.

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