Examples include “Heating and Cooling Split Systems, “Heating and Air,” or “Hybrid Heat Pump” to name a few. In the Nature of Service area, enter the type of work completed. “C.O.D” stands for “Cash on Delivery” – delivery referring the completion of the task or project. Looking at the top-left of the template, check the box corresponding to how the client was (or will be) charged. To the left of the total, check the box corresponding to the category of the work completed.
#Create a invoice template in word full#
Looking at the left side of the invoice, enter the Full Name of the client, their Address (Street, City, State, and ZIP Code), their Cell Phone Number, the time at which they should be Called Before (e.g “2 PM”), the Location of the job, the Job Name, Job Phone (phone of the technician working on the job), who Prepared the invoice or job, and the Name of the technician.īelow the client info, enter the charges that were amassed during the job. To resize the logo, the edges can be dragged until the correct size is reached – once satisfied, make sure to save the document.Drag the logo to the upper-left hand corner, and click once it is in the desired position.Select the desired image from your computer and click “Open” once the correct logo has been selected.To add a company logo, hit “Add Image” at the top of the page (it’s two (2) spots over from the “Edit” button).It should now be highlighted, to which it can be deleted by hitting the “delete” key on the keyboard. In Edit mode, click and drag a square over the “Logo Here” box – then let go once the square is completely covering the box.Delete the black “Logo Here” placeholder by first selecting “Tools,” then “Edit.”.To insert a company Logo on the invoice using Adobe PDF, do the following: Starting in the top-left corner, enter the Name of the HVAC company, its Address, and the office Phone Number.
#Create a invoice template in word pdf#
Download the HVAC invoice in Adobe PDF or MS Word (.docx).