Field service invoice template
Make the bill easy to understand.
Download a blank CSV invoice worksheet and adapt it with the customer, completed work, charges and payment instructions.
01 / The details
Identify the invoice
Enter business and customer details, the invoice number, issue date, due date and job reference. Use your business’s invoice numbering process.
- Business and customer details
- Unique invoice reference
- Issue and due dates
02 / The details
Explain the charges
Describe the work supplied, quantity and unit price. Calculate line totals and applicable tax, then review any payments already received.
- Descriptions and quantities
- Unit price and line total
- Subtotal, tax and prior payments
03 / The details
State the balance and next step
Check the amount due and add accurate payment instructions. Confirm the final document satisfies the invoicing rules that apply to your business.
- Balance due
- Payment instructions
- Review before sending
Use the template
Start with a blank invoice.
CSV format. Fill it in with your spreadsheet app, verify the amounts and export the reviewed document in your preferred format.
Before you decide
A few useful answers.
Does downloading this create an invoice in JobFlow?
No. This is a standalone CSV worksheet. JobFlow’s invoice workflow is available inside the product; this download does not create a record or payment link.
Every job, moving forward.
See how your next job could flow.
Review the product, choose the plan that fits and follow the current access option.