Free template · Excel
Free Water treatment invoice template
A ready-to-use water treatment invoice in Excel, with water treatment line items filled in and automatic totals, tax and balance due. No email needed.
[Your company name]
[Address] · [Phone] · [License #]
invoice
| Description | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| Water test and service visit | 1 | visit | $0.00 | $0.00 |
| Softener salt delivery | 8 | bag | $9.00 | $72.00 |
| RO filter change set | 1 | set | $145.00 | $145.00 |
Total: $217.00
Example line items and prices are placeholders. Replace them with your own.
What every water treatment invoice needs
- Your business name, address, phone and license number
- Invoice number, date and due date
- Customer name, billing address and service address
- A line for every service, part and fee, with quantity and rate
- Tax, total, payments received and balance due
- Payment terms and how to pay
Pricing water treatment work
- Price equipment from your cost plus installation hours at your loaded rate, plus margin, and know the margin each product line earns.
- Price rentals so the monthly fee covers the equipment cost over a realistic life, service visits, consumables, and margin. Set a clear buyout formula if you offer rent-to-own.
- Price salt delivery per bag or per delivery with a delivery fee, and set a minimum so small deliveries cover the stop.
- Bundle filter and membrane changes into a subscription priced at the replacement interval, with the visit included.
Common water treatment jobs to add as line items
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Frequently asked questions
Download the free Excel template, add your logo and business details, then replace the example water treatment line items with your own services and prices. Quantities × rates and the totals calculate automatically.
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