solar-invoice-template.xlsx

	A	B	C	D	E	F	G	H
1	Solar Invoice
2
3	Contractor and Customer
4	Contractor Company Name				Customer Name
5	Contractor Address				Customer Billing Address
6
7	Contractor Phone			Contractor Email
8	Customer Contact
9
10	Project and Invoice Information
11	Project Name				Project Address
12	Job Number			Customer PO Number			Contract Reference
13	Invoice Number			Invoice Date			Due Date
14	Invoice Type			Payment Terms			Billing Period
15	Billing Milestone
16
17	Contract Billing Summary
18	Original Contract Value		Approved Change-Order Value		Revised Contract Value	-
19	Previous Billings		Previous Payments		Current Invoice Amount	-	Remaining Contract Balance	-
20
21
22	Invoice Line Items
23	Item / Line #	Category	Description	Quantity	Unit	Unit Price	Line Total	Taxable

24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56	Invoice Totals
57	Subtotal	-		Total Current Charges	-		Balance After Payment	-
58	Discount / Credit			Applied Payment / Credit			Progress Billed to Date
59	Taxable Subtotal	-		Amount Due	-
60	Tax Rate			Optional Retention %
61	Sales Tax / Applicable Tax			Optional Retention Amount
62
63	Billing note:	Retention is optional and left at 0% unless entered by the contractor. Tax treatment varies by jurisdiction; enter the applicable rate rather than assuming one.
64
65	Change-Order References
66	Change #	Description	Status	Approved Value	Previously Billed	Current Billing	Remaining	Notes
67
68
69
70
71
72
73
74
75
76	Optional Project Milestone Summary
77	Milestone	Description	Contract / Billing Reference	Scheduled / Completed Date	Amount	Status	Notes
78
79
80
81
82
83
84
85
86	Notes
87
88
89
90
91	Payment Instructions
92
93
94
95
96	Remittance Information
97
98
99
100