2024 HVAC Catalog

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

Powered by