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How to make a tradie invoice template (with free example)

Running a small trade business is demanding work. You certainly don’t want to spend unnecessary time on invoicing. Creating a Tradie invoice template can be a game-changer. Having a template offers a quick and easy solution for invoicing your clients promptly. 

Here’s how to make your own invoice template, with a free downloadable version to help you get started.

What is a Tradie invoice?

Every Tradie, whether a plumber, carpenter, or other skilled professional, needs a reliable way for their clients to pay them. You can begin the transaction by sending your clients an invoice for your services.

Invoicing can be time-consuming because you need to make sure all the details are correct. A template streamlines this process and also ensures you maintain a professional image.

The right invoicing software for Tradies can make it even easier, too.

Why should you use a Tradie invoice template?

Using an invoice template has several benefits for your business. Primarily, it helps you to foster positive client relationships through professionalism and transparency.

  • Accuracy: A template reduces the risk of errors and missing information, reducing the chance of disputes.
  • Efficiency: Templates streamline the invoicing process. You don’t have to spend time creating an invoice for each client; instead, you can simply edit the template.
  • Record-keeping: You must keep your invoices as a paper trail of your payment. You’ll need them in case of an audit, but they can also be helpful for your business records.
  • Professionalism: A branded template ensures that you can always maintain a polished and professional image.

By sending your clients timely and professional invoices, you can increase their trust in you. As a result, invoicing is a crucial skill to get right.

How to create a Tradie invoice step-by-step

You can make your invoice from scratch or use an existing template. Either way, here’s everything you need to include.

1. Add your branding

Whether you’re a sole trader or own a small business, you’ll likely have some sort of branding. Customise your invoice with your business name, logo, and colour scheme. Make sure it specifies who you are and what you do, such as whether you’re a painter or a plumber. 

2. Add client information

Your template should include space for your client’s personal information. Personally address the client where possible, or include their business. You’ll need:

  • The client’s personal name
  • Their business (if applicable) and department (if applicable)
  • Their address
  • Contact information, such as the email address and phone number

3. Describe the services

For each invoice, list the services you’re charging for. This may be something simple like “electrical repairs.” However, it’s usually best to itemise the list and explain exactly what the client is paying for.

You can separate material and labour costs. For equipment and materials, make sure you specify the quantity. Providing this breakdown can build client trust because they know the exact value of what they’re paying for.

4. Enter the prices

For each item on the list, record the price. Then, add it up to a grand total at the end. If applicable, indicate any taxes separately, but include them in the final price.

If you discussed a discount with your client, you can also include it in the breakdown and subtract it from the total, assuring them that it was applied.

5. Add the date and the invoice number

It’s important to date your invoice. Include the date you sent the invoice somewhere near the top; this will help you in case of unpaid invoices.

You also need an invoice number. When you use software like QuickBooks, you can create invoices with ease. When doing it manually, make sure you get your invoice number right for accurate record-keeping.

6. Include payment methods and personal details

Crucially, your clients need a way to pay you. Include possible payment methods at the bottom of the invoice, such as a business bank account. You should also include contact information so that they can get in touch if there’s an issue.

7. Add payment terms

If you want to, you can also include payment terms. Many tradies add a payment due date and a late payment policy as a way to encourage their clients to pay on time.

Free customisable tradie invoice template

Need inspiration? Download our free tradie invoice example and customise it to suit your trades business.

https://quickbooks.intuit.com/au/invoice-template/

Invoice with ease through QuickBooks

Managing a growing trades business often means you’re juggling a lot of plates. Streamline your expense tracking, invoicing, and more so you can focus on the aspects of your business that you love to do.

Get started today.

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