Get How To Fill Out A Contractor's Invoice

Filling out a contractor's invoice is a crucial step in the invoicing process for any installation contractor. This guide provides step-by-step instructions to help users complete the How To Fill Out A Contractor's Invoice online accurately and efficiently.

Follow the steps to complete the contractor's invoice with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the homeowner information in the designated fields. This includes the homeowner's name, utility name, and the site address, which consists of the street address, city, state, and zip code.
3. Fill in the installation information section. Include the contractor company name, date of installation, distributor name, branch location, and the total installed cost. Ensure that all costs associated with equipment, labor, electrical, tax, permit, and other fees are clearly itemized.
4. In the equipment cost field, specify the cost of the equipment installed. Next, provide the labor cost incurred for the installation. Document the total number of outdoor units that were installed, followed by the electrical cost, tax cost, and the total number of indoor units installed.
5. Detail any permit and other costs. Moreover, state the total nominal heating capacity of the outdoor units installed in Btu/hr.
6. Provide a detailed description of the system installed to serve the main living area, including information on outdoor unit manufacturer, model number, associated indoor unit model numbers, refrigerant added, heating capacity, installed line set length, zone square footage, and zone room description.
7. If applicable, fill out the section for additional outdoor units that were installed, including model number, number of indoor units, nominal heating capacity, and a description of the zone room.
8. Proceed to the contractor signature release section. The contractor must sign the form to certify that the information entered is complete and accurate. Include contact information such as phone and email, as well as the installer's name.
9. Confirm that you have obtained a completed Homeowner Participation Form and that a copy of the job sales invoice is included for proof of installation. Finally, review all sections for completeness.
10. Once all sections have been filled out, save changes, and choose to download, print, or share the completed form.

Complete your contractor's invoice online today to ensure a seamless invoicing process.