Don’t waste time creating HVAC receipts from scratch.
Grab our free, easy-to-edit receipt template in Excel, Google Sheets, Word, Google Docs, or PDF. Record services, parts, labor, and payments quickly, so you can focus on keeping your clients comfortable and happy.
Looking for more options? Browse our complete collection of free professional receipt templates, designed to suit a variety of business and service documentation needs.
What Is a HVAC Receipt Template?
A HVAC receipt template is a pre-formatted document used by heating, ventilation, and air conditioning professionals to provide customers with proof of payment for services rendered or equipment purchased.
Using a standardized template helps HVAC contractors maintain professional records, ensures consistency in billing documentation, and provides customers with clear breakdowns of charges for maintenance, repairs, or installation work.
Download Spreadsheet Daddy’s Free HVAC Receipt Template
Our HVAC Receipt Template provides a professional format for documenting heating, ventilation, and air conditioning services.
What’s included
- Customizable business and customer information fields: The header section includes editable placeholders for company name, email address, physical address, and phone number, along with a “Bill To” section for customer details, allowing you to quickly brand the receipt and document client information for professional record-keeping.
- Comprehensive itemized service table: Features pre-formatted rows with four distinct columns (QTY, Description, Unit Cost, and Amount) designed to capture all HVAC services, replacement parts, labor charges, and materials used during installation, repair, or maintenance jobs.
- Automated financial calculation section: The bottom portion includes fields for subtotal, tax rate percentage, tax amount, and total amount due, providing a clear breakdown of all charges and ensuring accurate billing calculations for every HVAC transaction.
- Receipt metadata tracking fields: Includes dedicated spaces for receipt date, receipt number, and payment method documentation, enabling organized financial records and easy reference for both business accounting and customer payment history.
- Additional notes section with professional closing: A flexible notes field allows you to add warranty information, service recommendations, maintenance schedules, or payment terms, followed by a courteous “Thank you for the payment!” message to maintain positive customer relations.
You can customize the template by adding or removing columns to match your specific business requirements.
Grab your free blank HVAC receipt template in the format that works best for you from the links below:
How to Use Our HVAC Receipt Template
1. Grab this HVAC receipt template as an Excel, Word, or PDF document, or make a personal version in Google Sheets or Docs.
2. Add your company name, logo, email, address, and phone number at the top of the template.
3. Complete the “Bill To” section with the customer’s information, along with the receipt date, receipt number, and payment method.
4. Itemize all HVAC parts, equipment, and services provided. Include the quantity and unit price for each item. The template will automatically calculate the line totals.
5. Enter the applicable tax rate. The template will calculate the subtotal, tax, and total amount due.
6. Use the Notes section for any important details, such as warranty information, service recommendations, or special instructions.
