Simplify Your Electrician Invoice with our Template (+How to Use It)

Download Our Effortless Electrician Invoice Template

Ready to get started? Download your free electrician invoice here!

Want to learn about more digital tools that can streamline your processes? Simpro’s commercial software has you covered.

Structuring Your Electrician Invoice for Clarity

Saved your free electrician invoice and are ready to adjust it for your business? We’ve got some tips to ensure you can get the most out of your electrician invoice right away so your business gets paid faster.

Create A Master Copy

First things first, make your free electrician invoice a fit for your business with a personalized master copy. A master copy should contain all the essential business information for your electrician invoices, which is the easiest way to ensure you have your basic details included for each job. With the following information, fill out your free electrician invoice template and use that copy for each new invoice.

• Your Company Name and Logo

Of course, the first steps to take are to cover the personalization and branding of your electrician invoice. Your company/business name and logo need to be the first thing that stands out on the page so customers are easily able to identify your business. Don’t have a logo yet? It might seem like a vanity project at first, but a simple logo represents your business in one look. A logo is an easy way to build your company’s recognizability and reputation in the community, so it’s a must as part of any marketing.

• Contact Information

Continuing the need to personalize your electrician invoice, ensure you fill out the following fields with your business details:

• Address
• Phone Number
• Email Address
• Website (if applicable)

It may seem redundant but these details are key to presenting a professional invoice, especially if you’re dealing with clients who engage multiple contractors and businesses for their projects. If you don’t yet have a business website, consider setting one up to get organic leads and an online presence for your electrician business.

• Invoice Title

Finally, your master copy should include the invoice title in a clear heading position. A straightforward title makes your document clear. Additionally, headers will appear in document thumbnails and previews so that customers can identify your electrician invoices immediately.

Client Information

These are the fields you’ll change for each customer. If you have a customer management system or assign unique identifiers for each customer, you can save customer copies to save admin time in the future for returning clients.

• Client's Name

This can be the direct customer hiring you or a representative from a larger business engaging your electrical services. A specific name ensures that you and the recipient are on the same page.

• Client's Contact Information

Again, use the customer's contact information. If the customer is representing a business, include the business address and professional contact information.

• Address
• Phone Number
• Email Address

Invoice Details

These are the details unique to each invoice to identify the key information in one place.

• Invoice Number

It’s important to number each invoice to ensure you’re up-to-date with the customer and their service history. It also helps with sending the correct invoice for the job.

• Unique identifier for each invoice Invoice numbers can be unique for each customer your business engages with. This can be a numerical or letter identification to organize your invoices and customers by specific identifiers. For example, your business could have a customer named Allen Smith, so their identifier code could be #AS1. For each invoice for Allen Smith, you could start with #AS1. The third invoice for Allen Smith could have the alphanumerical identifer look like #AS1003.

• Invoice Date

The invoice date is essential, as payment terms are dependant on the date of issue and due date.

List of Services

This section of your electrician invoice covers everything your completed job charges for. These costs would have been covered in the quote provided to the customer, and may be slightly adjusted for supply costs and realistic labor hours.

• Product/Service

Here, list the name of the product/service you’re charging for. For example:

• Labor Costs

• Materials/Equipment Used

• Service Fees

• Description

A detailed and succinct description of the product/service you’ve listed. Clarity in your charges reduces customer confusion and makes your work transparent and trustworthy.

• Pricing Information In the description, you can state how the units are defined, such as hours, fees, or separate materials. This informs the unit price.

• Quantity How much of each unit price you’re charging for. Your free electrician invoice has the relevant calculations already coded in. Input your numbers and the invoice template does the rest!

• Unit Price How much each unit of the product/service costs.

• Taxes Depending on your tax rates, input the tax percentage in the relevant field to adjust the amount of tax charged on your electrician invoice.

• Discounts

Offered any rewards/discounts? Ensure you’ve applied them before issuing your electrician invoice. It can be very awkward if a client has been given a discount and it’s not present on the invoice!

Additional Information

Lastly, any terms and conditions for payment of your invoice, as well as additional notes and information, can be found in this section. This information can include:

• Payment Terms

While it’s essential that payment terms have been discussed with a customer before starting a job, including the terms on an invoice removes any confusion and acts as an additional reminder to customers. Your payment terms as agreed should be outlined in this section, including when payment should be made. This section must include penalties for failing to adhere to the agreed terms, such as late payment fees/charges.

• Payment Instructions

Electrician invoices facilitate getting paid faster, thanks to swift and accurate turnaround. Of course, customers need to know how to pay their invoices, and you can remind them here. Payment instructions should include methods for payment that your business does and doesn’t accept and any fees that may be charged for certain methods. (Such as card surcharge fees.)

• Terms and Conditions

Do you have a warranty for services or liabilities? Terms and conditions can outline any additional information customers need to know in regards to your services and payments.

• Contact Reminder The last thing you can add to this section is a helpful reminder that the customer can contact your business directly if they have any questions or concerns about the invoice or services.

Common Mistakes To Avoid When Invoicing

Just as there are handy tips and strategies to get the most out of your electrician invoice, there are common mistakes that can be easy to make when preparing your invoices for customers.

Keep these mistakes in mind as you use your free electrician invoice.

Omitting Essential Information

Invoices serve multiple purposes: they’re a way for your business to get paid and document completed work. An electrician invoice must be accurate for each job and include all necessary information.

Errors and omissions can affect the clarity or use of the electrician invoice, which can cause delays in payments, miscommunication and damaging customer trust. Utilizing invoicing software can prevent many of these common input errors, as these invoices are generated for your unique business details and customer information.

Inaccurate calculations

Manual electrician invoices are a classic option: pen and paper mean you can create an invoice with a printed template, but they carry risks. Our template can be filled digitally, and the bonus of automatic calculations for quantities and pricing in the table means correct calculations each time (as long as the numbers are accurate!)

Our electrician invoice includes a section for discounts and taxes, with editable fields for each.

Taxes may fluctuate depending on your service and location. The editable tax field will calculate the tax required for your invoice.

Loyalty and referral discounts are popular options to encourage customers to return to your field service business for future work and to spread the word in their social circles about your business. Depending on the rewards you offer, you can provide discounts as incentives for first services and customer appreciation purposes.

Unclear payment terms

The best part of an electrician invoice is tracking your cashflow and getting paid faster. Unclear payment terms muddy the waters and can prevent swift or correct payment to your business. Ensure customers know how to pay, the details to pay, the timeframe and any relevant surcharges for payment methods.

To protect your business in the case of unpaid electrician invoices, outline the penalties for failure to pay. If a customer covers the penalties or not, you have documentation to prove the client was aware of the payment terms, instructions and penalties when they recieved their invoice for completed work.

Level Up From Manual Invoices And Optimize Your Processes With Simpro

Using your free electrician invoice is a great start in digitizing manual processes for faster and more accurate results. But did you know that many of your current work processes can be updated and optimized with the right field service software, like Simpro’s?

Simpro makes invoicing a breeze as soon as the job ends, with options for office-based invoicing and recurring, automatic invoicing and payment options. Create your unique invoices in Simpro’s software and tailor them for your electrical field service business.

Simpro’s integrations with payment systems give your customers more options to pay, such as on-site and online payment processing, and a unique customer platform to review outstanding invoices and job details. Try a demo with Simpro today.

Want more tips on effectively running your electrical field service business? Check out our article on field service job scheduling.