Free printable hvac invoice template3/21/2024 ![]() ![]() Terms and Conditions: Instead of comments that just specify payment requirements, you might need to spell out other terms and conditions.If you were converting a sales invoice into a sales quote, use the "Salesperson" field list who prepared the price quote. You could include a "Prepared by:" field below the address, and/or use the comment at the bottom of the template. You want your customer to know that they have a real person they can contact. Unlike an invoice which is a bill for a sale that has already taken place, a price quote is a tool for completing a sale. Prepared By: Your customer will want to know who they can contact if they have questions.But on the quote, you should label it "Quote #" to avoid confusing the customer into thinking that the quote is an invoice. Quote #: Depending on your quote and invoice tracking system, the quote # and the associated invoice # might end up being the same thing.Expiration Date: A quote should include an "Expiration Date" or "Valid Until Date", after which the quote is no longer valid (meaning that the vendor is not bound to the prices quoted after that date).Total: Verify that the invoice total - including total materials, total labor, total miscellaneous, subtotal, and tax total - are correct.A price quote is almost exactly the same as an invoice except for the following 5 points:.Total Tax: Verify that the tax rate is correct.Subtotal: Verify the auto-tally amount for all materials, labor, and miscellaneous items is correct.Contact Information: Enter contact details, should the client have any questions about the invoice.Authorized Signature: You also have the option to include a signature from the customer’s authorized signatory.Customer Signature: Have the customer sign the document.Total Miscellaneous: Verify the auto-tally amount for all miscellaneous items.Miscellaneous Amount: Enter the amount for each miscellaneous line item. ![]() Miscellaneous Charges: Enter details for each miscellaneous charge.Total Labor: Verify the auto-tally amount for all labor items.Labor Amount: Verify the auto-tally amount for each labor line item.Labor Rate: Enter the hourly rate for each labor line item.Labor Hours: Enter the number of hours for each labor-related line item.Labor: Enter details for each labor-related line item.Description of Work: Enter a sufficient description of work for each component of the construction project you are billing for.Total Materials: Verify the auto-tally amount for all materials items.Material Total: Verify the material total for each line item. ![]()
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