Free template · HVAC and air conditioning

Invoice template for HVAC companies

A sample invoice with typical line items for HVAC companies is already filled in. Change the quantities and prices, add your logo and IBAN and download PDF, Word or Excel. No sign-up.

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In AdBooks invoices send and chase themselves.

Invoice from a quote in one click, sending as a link, card payment, automatic reminders and an e-invoice (Peppol) with every PDF.

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Typical line items on an invoice for HVAC companies

Sample job: Supply and installation of three inverter AC units (living room and two bedrooms), with pipework, condensate drainage and commissioning.

ItemsQuantityUnitPriceAmount
Inverter AC unit 3.5 kW2pcs€690.00€1,380.00
Inverter AC unit 5.0 kW1pcs€940.00€940.00
AC installation up to 3 m of pipe3pcs€180.00€540.00
Insulated copper pipe (additional)8m€22.00€176.00
Condensate drain3pcs€25.00€75.00
Outdoor unit brackets3pcs€35.00€105.00
Core drilling and sealing3pcs€30.00€90.00
Vacuuming and commissioning3pcs€40.00€120.00
Subtotal€3,426.00

Prices are only an example. Enter your own prices in the template above.

Deposit and payment

50 % advance for the units before installation, the balance on commissioning.

Jobs this template is for

AC for homesMulti-split systemsVentilation and heat recoveryAir-to-water heat pumpsAnnual servicing and cleaningCommercial spacesCold roomsEmergency call-outs
What to include

What an invoice must include

  • Invoice number and dateNumbers run in sequence, without gaps or repeats.
  • Seller and buyer detailsName, address and company/VAT number of both parties.
  • Items, quantities and pricesA clear description of the goods supplied or work done.
  • Subtotal, VAT and totalVAT rate and tax amount shown separately.
  • Due date and IBANWith the invoice number as the payment reference, so payment is quick.
  • NotesFor example an advance already paid and deducted from the amount.

Guide: how to get paid faster →

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FAQ

Frequently asked questions

Details of both parties, invoice number and date, the date the work was completed, line items with quantity, unit and price (inverter AC unit 3.5 kW, inverter AC unit 5.0 kW, aC installation up to 3 m of pipe), net amount, VAT, total and the IBAN for payment. Check the mandatory details for your country with your accountant.

50 % advance for the units before installation, the balance on commissioning. In AdBooks you create the deposit invoice from the quote in one click, and the deposit is deducted from the final invoice automatically.

Send the invoice as soon as the work is done, with your IBAN and a due date. In AdBooks the client pays by card through a link, and reminders go out by themselves.

In AdBooks you send the invoice as a link via WhatsApp or Viber, the client can pay by card, and reminders go out automatically. With every invoice you also get an e-invoice in Peppol UBL 2.1 format.

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