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.
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.
Using an invoice template has several benefits for your business. Primarily, it helps you to foster positive client relationships through professionalism and transparency.
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.
You can make your invoice from scratch or use an existing template. Either way, here’s everything you need to include.
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.
Your template should include space for your client’s personal information. Personally address the client where possible, or include their business. You’ll need:
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.
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.
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.
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.
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.
Need inspiration? Download our free tradie invoice example and customise it to suit your trades business.
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.
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