SAMPLE INVOICE NEED HELP? Call 800.762.7077
Focus on Energy requires a copy of your itemized invoice to process rebates. Use this example to help guide you through our invoice requirements. Only registered Trade Allies can receive rebate 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: 1/1/2026 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
EXTENDED PRICE
MODEL #
DESCRIPTION
1
ABC Brand
XYZ123000-17
3 Ton Rooftop Unit, 20 SEER2
$2,733
Natural Gas Boiler – 500,000 BTU, 95% efficient
1
ABC Brand
X71DPP-60D135-0
$37,910
INCLUDE ITEM COST
INCLUDE A DETAILED DESCRIPTION
SPECIFY THE QUANTITY FOR EACH
IDENTIFY MANUFACTURER AND MODEL NUMBERS
- $3,650 $36,993
Focus on Energy Rebate
If you are a Focus on Energy registered Trade Ally receiving the rebate, you must show the credit to the customer on your invoice.
Subtotal
$2,034.62 $39,027.62
Sales Tax
TOTAL AMOUNT DUE
Thank you for your business!
5
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