Jack of all Forms

Plumbing Invoice Template

A free invoice and form for plumbers. List parts and labor in their own tables, add the service call and permit, and take off what the customer already paid.

Open in Google DocsMakes your own editable copy
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Free. No sign-up. US Letter · USD · 1 page

Need the matching proposal, work order and receipt? Get all 6 in one design, plus spreadsheet versions that add up the totals, for $24. See the plumbing paperwork pack

Plumbing invoice for a water heater replacement with nine parts and five labor lines, total $2,571, less $89 paid, amount due $2,482View full page
Filled-in sample. Your download is blank.

What's on this invoice

  • Your business name, logo, address, phone, email and license number
  • Invoice number, date, job number and when payment is due
  • The customer, and the job: address, the date of the work and the estimate number
  • Parts and materials: quantity, unit price and amount
  • Labor: what you did, hours, rate and amount
  • Service call, permit and fees, tax on parts and on labor, total, paid and amount due
  • Work you recommend for later, with rough prices
  • Old parts: left with the customer or hauled away
  • How to pay you

How to fill it in

  1. Add your business details, logo and license number, then save it as your master copy.
  2. Give each invoice a new number, the date and when payment is due.
  3. Fill in the customer, the job address, the date of the work and the estimate number.
  4. Copy the parts and labor from your estimate, and change anything that came out different.
  5. Put extra work on its own lines, and say when the customer approved it.
  6. Add the service call and permit, any tax you charge, and take off what's been paid.
  7. Write how to pay you, then print it or save it as a PDF to send.

Parts, labor and the service call

Customers read a plumbing bill in three parts: what you put in, how long it took, and the trip out. The sample is a water heater swap: $1,667 in parts, 6 hours of labor at $125 ($750), the $89 service call and a $65 permit, for $2,571.

The customer paid the $89 at the first visit, so $2,482 is due. The gas valve that turned out to be corroded has its own part and labor lines, with the day the customer approved it by text. The lines came from the plumbing estimate.

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Questions

Can I print it and fill it in by hand?
Yes. Print the blank PDF or Word file and fill it in on the job, or type into the fillable PDF on a phone or computer first. It's one US Letter page.
Should the service call be on the invoice?
If you charged one, yes, on its own line. If the customer already paid it at the first visit, put that under Paid so the amount due comes out right. Some plumbers waive the service call when the customer goes ahead with the job. If you do, leave it off.
Do I charge sales tax on plumbing work?
It depends on your state. In many states a plumber pays the tax on parts when buying them and charges the customer none. In others the customer pays tax on parts, and a few tax labor too. Ask your state's tax office, then fill in the tax lines or leave them at 0.
What goes under "Recommended for later"?
Small things you saw but didn't fix, like a running toilet or a dripping faucet, with a rough price. The customer isn't surprised later, and it often brings the next call.
What if the customer pays part of it?
Give them a receipt for what they paid and show it under Paid on the invoice. The pack has a receipt in the same design.