Follow the steps to complete the invoice successfully.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen document editor.
2. Begin by entering your company's letterhead, which should include your company logo, address, phone number, email, and website. This establishes the invoice's authenticity.
3. Fill in the invoice date, invoice number, due date, and payment terms in the designated fields. Accurate details ensure proper processing.
4. Provide the participant's name and site address, making sure to include the city, state, and zip code. This identifies where the service was performed.
5. Record the date of installation. This is crucial for incentive eligibility, as applications must be submitted within 90 days of installation.
6. List required attachments for the invoice, such as completed forms and supporting documents, ensuring all necessary paperwork is referenced.
7. Detail the specific units installed, including gas furnaces, ducted heat pumps, or water heaters. For each unit, include the manufacturer's name, serial number, installed cost, and relevant efficiency ratings.
8. Attach any additional documents required, like the FF CheckMe! data sheet or PTCS duct sealing certificate, if applicable.
9. Once all sections are filled out, review the form for completeness and accuracy to avoid delays in processing.
10. Save changes to the form, and you can download, print, or share the invoice as needed to submit your application.

Begin completing your Energy Trust Sample HVAC and Water Heater Invoice online today!