Invoicing ·
How to Create an Invoice With ChatGPT (and What to Check)
How to create an invoice with ChatGPT: a copy-paste prompt, how to get a file, what to check before you send it, and when an invoicing tool fits better.
8 min read
Who it's for / Appliance repair
Appliance repair technicians usually charge a service call or diagnostic fee, often credited if the customer goes ahead, then parts and labor, by the hour or at a flat price per repair. Parts that are not on the truck are special-ordered, sometimes with a deposit, and tax can apply to the part and not to the labor. Home warranty jobs are split: the homeowner pays a service fee and the warranty company pays the authorized repair. Tell Clodou what you did and at what price: it writes each invoice and keeps track of who has paid.
"Invoice Ellen Park: service call $89, heating element $68 and 45 minutes of labor at $120 an hour, 7% tax on the part only" writes three lines with the tax where it applies.
Invoice the homeowner for the service fee they pay you and the warranty company for the authorized repair, each with the claim number in the note. Clodou keeps both on the list of what is owed until each is paid.
Quote the part and the labor with your deposit terms in the note. When the customer agrees, turn the quote into the invoice and record the deposit; Clodou keeps the balance until the repair is done.
Most repairs start with a service call or diagnostic fee, which many technicians credit toward the repair if the customer goes ahead, then labor by the hour or a flat price per repair. Give Clodou each with your price. A credited diagnostic is a discount line with the amount you give, such as diagnostic credit, −$89. Clodou never picks a price or adds a fee by itself.
Parts from the truck go on the invoice at the price you set. Parts that must be ordered are often quoted first, with a deposit before you order them: write the terms in the note, turn the quote into the invoice and record the deposit as a partial payment. In some places sales tax applies to parts and not to labor: give a line its own tax rate, or none, and check what applies with your accountant.
With a home warranty, the homeowner often pays you a service fee and the warranty company pays the repair it authorized, at its own rates and terms. Invoice each for its part: the homeowner for the service fee, the warranty company for the authorized parts and labor, each with the claim or dispatch number. The warranty company's terms set the due date, and Clodou shows what each still owes.
Step 1
Invoice Ellen Park for today's dryer repair: service call $89, heating element $68 and 45 minutes of labor at $120 an hour. 7% sales tax on the part only. I gave her the invoice and she paid.
Adds Ellen Park as a client and creates invoice INV-0350 with three lines: service call, $89.00; heating element, $68.00, with 7% sales tax; labor, 0.75 hours at $120, $90.00. Sales tax is $4.76, so the total is $251.76. It marks INV-0350 as sent and shows an approval card to record $251.76 received; once you approve it, the invoice is marked paid.
Step 2
The Moores' fridge was a warranty job, claim 88-4410. Invoice the Moores for the $100 service fee they paid me, and invoice Brightway Home Warranty for the authorized repair: compressor relay $55, 7% tax on it, and 1 hour of labor at $120.
Creates invoice INV-0351 for the Moores, service fee, claim 88-4410, $100.00, and shows an approval card to record $100 received. Creates draft invoice INV-0352 for Brightway Home Warranty with two lines: compressor relay, $55.00, with 7% sales tax; labor, 1 hour at $120, $120.00. Sales tax is $3.85, so the total is $178.85, with claim 88-4410 in the note.
Step 3
Quote the Lees an ice maker assembly at $189, 7% tax on the part, and 1 hour of labor at $120. Note: $100 deposit to order the part, balance at installation.
Finds the Lees and creates quote DEV-0094 with two lines: ice maker assembly, special order, $189.00, with 7% sales tax; labor, 1 hour at $120, $120.00. Sales tax is $13.23, so the total is $322.23, and the deposit terms print in the note.
Step 4
The Lees paid the $100 deposit. Turn DEV-0094 into an invoice and record it; I'll send it after the install.
Creates draft invoice INV-0353 for $322.23 with the same lines, tax and note, plus a reference to DEV-0094, and shows an approval card to record $100 received. Once you approve it, $222.23 is still owed and the invoice stays a draft.
Invoice Ellen Park: service call $89, heating element $68 and 45 minutes of labor at $120 an hour, 7% tax on the part only
Invoice Brightway Home Warranty for claim 88-4410 at the Moores': compressor relay $55 and 1 hour of labor at $120
Quote the Lees an ice maker assembly at $189 and 1 hour of labor at $120, with a $100 deposit to order the part
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