Step-by-step
1
Reference the job and scope
Include job name, address, dates, and any PO/estimate number to reduce confusion.
2
Break down labor and materials
Separate line items so customers understand what they’re paying for.
3
Call out progress payments or milestones
If you bill by milestone, label the milestone clearly (e.g., “Rough-in complete”).
4
Include approved change orders
List change orders as separate line items with brief descriptions.
5
Make payment easy
Add a due date and a secure payment option to reduce delays.
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