SAMPLE INVOICE NEED HELP? Call 800.762.7077
Focus on Energy requires a copy of your itemized invoice to process incentives. Use this example to help guide you through our invoice requirements. Only registered Trade Allies can receive incentive payments on behalf of their customers. If submitting a purchase order, submit an invoice as well. Purchase orders alone are not sufficient documentation.
INVOICE DATE AND NUMBER
Date: 1/1/2024 Invoice # 00001
TRADE ALLY NAME AND ADDRESS
CUSTOMER NAME AND ADDRESS
XYZ HVAC CONTRACTOR 111 HVAC Expert Rd Anytown, WI 53523 (555) 555-1212
To
John Sample Corporation 123 Save Energy Way Anytown, WI 53590
Ship To
John Sample Corporation 123 Save Energy Way Anytown, WI 53590
INCLUDE JOB SITE INFORMATION (NAME & ADDRESS) IF DIFFERENT FROM ABOVE
QUANTITY SHIPPED
MANUFACTURER OR BRAND
MODEL #
DESCRIPTION
EXTENDED PRICE
1
ABC Brand
XYZ123000-17
3 Ton Rooftop Unit
$ 2,733.00
Natural Gas Boiler – 150,000 BTU, 95% efficient
1
ABC Brand
X71DPP-60D135-0
$4,685.00
SPECIFY THE QUANTITY FOR EACH
INCLUDE ITEM COST
INCLUDE A DETAILED DESCRIPTION
IDENTIFY MANUFACTURER AND MODEL NUMBERS
- $ 500.00 $ 6,918.00 $ 380.49 $ 7,298.49
Focus on Energy Incentive
If you are a Focus on Energy registered Trade Ally receiving the incentive, you must show the credit to the customer on your invoice
Subtotal Sales Tax
TOTAL AMOUNT DUE
Thank you for your business!
32
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