Plumbing Invoice Template

A plumbing invoice asks the client to pay for plumbing work you've finished: what you did, the fixtures and parts you installed, your labor and the service call, with any permit fee and any deposit already paid. It's the bill that follows the estimate.

Each stage has its own document:

• Before the work: the plumbing estimate prices the job and sets out the scope and exclusions for the client to approve.
• After the work: this invoice bills what you actually did.
• After payment: a receipt confirms the money came in. The plumbing receipt records payment for a plumbing job, and the payment receipt confirms payment of a specific invoice.

In Billed's estimating software, you can convert an approved estimate into an invoice instead of retyping it.

Bill against the scope the client approved, line by line, so they can check one document against the other. The sample's figures match its estimate exactly, and its job notes say the work was completed "as approved under work order WO-2207". When the job differs from the estimate, the invoice should show the difference:

• Parts. Bill the fixtures and parts you actually installed. If the client supplied a fixture, leave its line off and keep the labor.
• Labor. Bill the hours worked, one line per part of the job, at the rate you quoted.
• Extra work. If you found hidden damage or the client added work, bill it only after they approved it, and name the approval in the description or the job notes.

Enter any deposit the client already paid on "Less: deposit received", and say in the job notes when it was received, as the sample does. The amount due is the total less that deposit.

Deposit limits can apply to residential work. In California, the Contractors State License Board says the down payment on a home improvement job cannot be more than $1,000 or 10 percent of the contract price, whichever is less, with no exceptions for special-order materials, and that payments can't exceed the value of the work performed (CSLB). On the sample's 2,358.50 total, 10 percent is 235.85, less than the sample's 500.00 deposit, which is a placeholder. Elsewhere, check the rules where you work.

Print the payment terms and due date on every invoice, as the sample does with "Net 14" and Nov 27, 2026. Charge a late fee only if the client agreed to it in advance, and check the rules where you work first. Lien and prompt-payment rules are set where the job is, so check them before the work starts if you may need to rely on them.

1. Enter your business details and license number, the invoice number and date, the payment terms, the due date and the work order number.
2. Enter the client, the job address, the work dates and a plain description of the work performed.
3. List the fixtures and parts installed, the labor hours by part of the job and the service call charges.
4. Enter the permit fee, or 0.00, and the deposit received, if any. Set the sales tax rate if tax applies.
5. Edit the job notes and payment details, then send the invoice and keep a copy.

In the Excel file, each line amount is Qty × Unit price, and the section subtotals, the subtotal, the sales tax, the total and the amount due are formulas. The tax rate sits in its own cell, starting at 0%, and applies to the subtotal of parts, labor and service call. You type the permit fee and the deposit. To leave out the tax, set its rate to 0%; to leave out the permit fee or the deposit, set it to 0.00. Don't delete those rows, because the totals refer to them. Each section has one blank row; to add more lines, insert a row above that blank row and copy the amount formula into it, then check that the section subtotal and the subtotal include it. In Word or on the PDF, work out the amounts and enter them.