Invoice and estimate guides

Short guides on invoices and estimates for people who do service work at the customer's home.

The guides

  • How to make an invoice

    How to make an invoice in seven steps: what goes on it, how to write the line items, and a free invoice maker that adds it up and gives you a PDF.

  • Invoice example

    A sample invoice for a small repair job, explained line by line: the header, the number and date, the line items, the total and the payment terms.

  • How to send an invoice

    Ways to send an invoice to a customer: hand it over, email the PDF or text a link. What to write, when to send it and what to do if it is not paid.

  • Estimate vs invoice

    The difference between an estimate and an invoice: one comes before the work with your price, the other after it with what is owed. When to use each.

Tools and templates

Make one in your browser and download the PDF, with no sign-up.

This is general information, not tax or legal advice.

To send invoices, create your account.

Create your account in this browser, or get the app. 14 days free, no card to start.

If you choose a plan after the trial: OnsiteBoard Pro $49.99 /mo or $479.00 a year, billed through the App Store or Google Play; it renews until you cancel.

Create your account

Or get the app:

Sending by text or email needs an OnsiteBoard account with a confirmed email.