How Early Can You Raise an Invoice to HVAC Customers? Add essential notes that are about the service or maintenance for the client's acknowledgement including any company refund policy.Highlight the payment terms and billing process along with the payment due date.Add the products that were being purchased for fixing the service issues along with their retail unit price and discount.Add the service rates along with the applicable taxes and discount details, if any.Highlight the details of HVAC services such as installation, maintenance, service, repair, or emergency check.Add invoice essentials, including the invoice number, invoice date, invoice currency, and type of invoice, such as a recurring invoice or standard invoice.Start filling out details such as customer name and mailing address, business logo, business name, and other company details.Download the free printable HVAC invoice template Word, Excel, or PDF.Below are 10 quick steps that help you create an HVAC invoice online. Are you running an HVAC agency or business? We help you generate a professional invoice for your HVAC agency that is quite accurate yet catchy.