The handyman invoice template is to bill a client for maintenance or construction related projects. The invoice may be used by an independent contractor or non-employee to collect a receivable for services provided. If parts were included as part of the project, they should be listed by stating the quantity and price.
Discount – There is typically no discounts provided with this type of invoice.
Tax – Unless there are local service taxes, most handyman invoices do not charge the client a tax except for parts that may be passed through.
How to Write in Adobe PDF & Microsoft Word
1 – The Invoice Template To Bill A Customer For Handyman Services Should Be Accessed Here
The “Adobe PDF” button and link on this page gives access to a reusable template you can utilize to invoice Handyman Customers. Use one of these methods to obtain this documentation.
2 – The Handyman Must Be Introduced At The Top Of This Invoice
It is important to make sure the Customer or Recipient knows where this paperwork has originated. Therefore replace the text “Company Name,” (in the brackets at the top right of this page) with the Name of the Handyman Company or, if a contractor, the Handyman’s Name. Regardless of whether this is a Handyman Company or a Contractor, the Name of the Handyman providing service should be supplied to the first labeled line (“Name”). In addition to the Handyman’s Name, the Company or Contractor’s Business Address must accompany the Name reported above. This will require the Building Number, Street Name, and Unit Number where this entity receives its mail on the line labeled “Street Address.” This Address will naturally need to continue with the “City, State, Country” where the Street Address is found on the next blank line. The “Zip Code” in the Handyman’s Address is the final component of the Address that must be furnished. Make sure to input this information in the appropriately labeled line. The Telephone Number where the Handyman or Handyman Company can be reached should be entered on the “Phone” line. Finally, input the “E-Mail” Address maintained by the Handyman.
3 – This Paperwork And The Customer Both Need To Be Presented
The Invoice Number for this transaction is a required piece of information. Present it on the blank line after the number sign below the title “Invoice Number” then on the adjacent blank line record the Current or desired “Date” for this Invoice. In addition to the Invoice Number, the Customer Information should appear prominently on this page. Locate the bold title “Bill To” then use the labeled areas to furnish the Full Name of the Customer along with this entity’s Mailing Address. This information must be entered accurately so make sure to double-check the information you obtained from the Customer.
4 – The “Products” And “Labor” Section Can Easily Display A Ledger Of The Charges
The “Products” the Customer has ordered will also need to be clearly displayed here. The first table on this page will focus on these goods. You must account for each piece of Merchandise being sold to the Customer by listing them in the first column (“Description”). The number of goods being purchased should be recorded in the next column (“Quantity”). How much one piece of the ordered Merchandise costs must be recorded in the third column (“Unit Cost”).
Now, we will report how much the Customer must pay for each order. This will be done on a row by row basis where the number of items purchased is multiplied by how much one unit costs then recorded “Amount.” Add each number entered in “Amount” then fill in the box labeled “Total Products” with this sum. In most Handyman jobs, the Customer will have to pay for the “Labor” actually performed. This will be accounted for by hour and will need to be detailed in the “Labor” table. The “Description” column is reserved so you may define what the Handyman did for the Customer. Each of these jobs should be recorded on a separate row. The “Hours” the Customer must pay for and the “Hourly Rate” the Handyman is charging for the job should also be recorded in this table. Make sure to fill in this information where requested. Finally, we will multiply how many “Hours” the Handyman worked by his or her “Hourly Rate” then fill out the “Amount” column with this result. The “Total Labor” box will require a sum of each of these numbers reported.
5 – Solidify The Charged Amount And Applicable Terms
Now we will sum up what the Customer owes in the bottom right-hand corner of the page. Add the totals of both tables (“Total Products” and “Total Labor”) then record this as the “Subtotal.” Once you have reported the “Subtotal,” enter the “Tax” you must charge the Client. Finally, add both “Subtotal” and “Tax” and present the resulting amount in “Total.” Now that we have solidified the “Total” amount of money the Customer must pay, we will have to give some time-frame in which that Customer should plan on paying this Invoice. This will be in the form of a grace period with the first day starting the day the Customer receives this paperwork. Report this time-frame as a number of Days utilizing the statement “Payment Is Due Within…” Finally, if there is any additional information the Customer must receive with this Invoice, then supply it to the blank lines that follow the phrase “Comments Or Special Instructions.”
How to Write in Microsoft Excel (.xlsx)
Download: Microsoft Excel (.xlsx)
1 – The Handyman Invoice Displayed In The Image Is Easily Accessible As An Excel File
Once you have reviewed this page, locate the MS Excel button by the preview picture or the link above. Open this document using your MS Excel compatible spreadsheet program (or MS Excel) to input this information. Keep in mind, you must enable editing to save your results properly.
2 – Input The Handyman’s Information And Invoice Number Where Requested
Often, the Handyman or the Company he or she works for utilizes a logo or trademark. If this entity operates with a logo then, place the logo image in Cell A1. Similarly, the Legal Name of the Company should be furnished to Cell A2. Cell A3 will begin the process of giving the Customer a way to contact the originator of this Invoice. Begin by supplying the Handyman or Employee’s Name to Cell A3. Cells A4, A5, and A6 are reserved for the Handyman’s Business Address. Input the information they request to fully report the Handyman’s official Business Address. Next, we must supply the official “E-Mail” Address and “Phone” number used to contact the Handyman or his or her Company.
Our next task will be to give this document an Invoice Number. Locate Cell F4 then input the Invoice Number. Adjacent to this, in Cell H4, enter either the current Date as the Invoice Date or enter the desired Invoice Date.
3 – Make Sure The Customer’s Information Is Furnished To This Document
You must state the identity of the Handyman’s Customer so this document will function properly. An area on the left and directly below the Handyman’s information has been presented for this purpose. Under the heading “Bill To,” enter the “Name,” “Street Address,” “City, State, Country,” and “Zip Code” to the cells with the appropriate text. Cells A11 through A14 will each contain text naming the information that should be entered.
4 – A Definitive Account Of The Charges Should Be Placed In The Appropriate Sections
The next task we must tend to is producing a report on the “Products” or the “Labor” the Handyman is billing the Customer for. A table of cells has been supplied for each of these tasks. We will use the first one, “Products,” to list all the goods (or parts) requiring a Customer payment. You will need to enter information into the first three columns so the final column, “Amount,” can calculate how much the Customer must pay for the Handyman “Products” provided to him or her. Begin by naming each “Product” the Customer must pay for in the first column, keeping one type of item per row.
Next, supply how many of the items the Customer required under “Quantity” and the “Unit Cost” each one is priced at to the third column. These two numbers will be multiplied and displayed in “Amount.” The next table we may tend to is marked by the bold title “Labor.” Here we will discuss the billable work the Client is responsible for. This table will also total what the Customer owes in the last column as you work. First, state what work was done in the “Description” column or report the Project Name the Customer refers to the job as. Next, you must document the “Hours” the Handyman worked in the second column and how much he or she must be paid per hour in the third column. These items will be multiplied and the result presented in the last column. Notice that at the end of each “Amount” column is a cell (“Total Products” and “Total Labor”). These sums will be added to one another and displayed in “Subtotal.” Additionally, “Total” will list precisely how much the Customer must pay to satisfy this Invoice. While this information will automatically populate, you must enter any applicable Taxes the Customer must pay in the “Tax” cell.
5 – Pass Any Relevant Information To This Invoice Or The Transaction It Records To The Customer
The bottom of this page will supply two additional areas for the convenience of the Handyman issuing this Invoice. If the Customer is given only a certain number of days after physically receiving this document to make an on-time payment, then enter this number of days to Cell A35 by deleting the bracket and number sign and replacing these items with this number. If the Handyman has any information that should be documented on this Invoice, it should be done using the area available in Cell A36.