How to fill out an invoice 2026

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  1. Click ‘Get Form’ to open the invoice in the editor.
  2. Begin by entering the homeowner information, including their name, utility name, and site address. Ensure all fields are filled out accurately for approval.
  3. In the installation information section, input your contractor company name and date of installation. Specify the distributor name and branch location.
  4. Detail the total installed cost, breaking it down into equipment, labor, electrical costs, tax, permit fees, and any other expenses. Make sure to fill in each cost field completely.
  5. Provide a detailed description of the system installed. Include manufacturer and model numbers for both outdoor and indoor units along with refrigerant added and heating capacity.
  6. Sign the contractor signature release section to certify that all information is complete and accurate. Include your contact details for follow-up.

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