To start making an HVAC invoice, you’ll want to gather the approved estimate and any change orders you’ve already issued for a project. Next, you’ll need to create a new document that takes into account any charges the client is responsible for and identify it as an invoice. The fastest way to create invoices is to use an HVAC invoice software, which will help automate your calculations, integrate with your accounting tools and allow your clients to pay securely online.

At minimum, a HVAC invoice should contain the following elements:

• Your company’s contact information
• Your client’s contact information
• An invoice number
• Date the invoice was prepared
• A list of services or materials provided
• Subtotal, taxes, fees and the grand total
• Payment terms

To up your chances of a prompt payment, we also recommend you include:

• Your company’s logo for an added dose of professionalism 
• Detailed descriptions of items or services 
• Other documents or files included as attachments like the approved estimate and any change orders so you and your client are always on the same page(s).

Sign up for a free trial of Houzz Pro’s HVAC billing software to create invoices that include all of these elements and more!

With so many HVAC contractors looking to digitize their business, there are many types of HVAC billing software available on the market today. When looking for a billing software that suits your needs, be sure to consider the following features:

• Online Payment Functionality: An HVAC invoice app that also allows clients to conveniently pay online helps cut down on the time it takes for you to get paid. Offering payment methods like credit cards or bank transfers provide safe and secure options that are faster than waiting for a check to clear.
• Time & Expense Tracking: While your estimate should get you pretty close to understanding what resources a project will require, it’s important that your invoice will capture all time and expenses accrued along the way. Your HVAC invoice software should come equipped with time and expense tracking tools that aren’t just simple for your team to use, but that allow you to track as accurately as possible.
• Accounting Integrations: The HVAC billing software you choose should integrate with your accounting software so you don’t have to enter financial data more than once. This also helps cut down on time preparing for tax season. Double win!

Houzz Pro’s HVAC billing invoicing software comes complete with all of these features and more. Try a demo to see for yourself. 

With a subscription of Houzz Pro’s HVAC invoice app, you’ll get the following tools that help you win the projects you want:

• Professionally branded estimates
• A CRM that helps you stay organized
• Simple email marketing tools*
• Lightning-fast takeoff tech*

We even help you manage projects with: 

• Real-time approval tracking and e-signatures
• Project profitability analytics

When it’s time to get paid, you’ll enjoy the convenience of:

• Online payment & invoicing tools
• Time and expense tracking*
• Financial reports
• Integrations with Gmail, Zoom, QuickBooks Online and more

Subscribers of our HVAC billing software get the full support of our customer support team*. We’re available via chat, email or phone to help ensure you’re getting the most out of Houzz Pro. As a Stevie Award Winner recognized for Innovation in Customer Support we’re confident we can help you through any challenge. Need help figuring out how to integrate with your Quickbooks Online account? We’ve got your back. Need a tutorial of how to take a change order and convert it into an invoice? We’ll make it happen!