How to Write in PDF and Word

Step 1 – Download

Download the Pest Control Invoice in either PDF or Word (.docx).

Step 2 – Company Information

Beginning at the top of the document, enter the following information regarding the company:

• Company Name
• Company Phone
• Full Company Address
• Company Website Address
• Company Contact Email

Step 3 – Client & Due Date Info

Next, enter the following information regarding the client, as well as the terms of the invoice:

• Invoice Number
• Issue Date (When the client receives the Invoice)
• Due Date (The date the invoice must be paid by)
• The Client’s Full Name
• Client Phone Number
• Address

(Note: if utilizing the PDF version, ignore the ‘Invoice Total’ box to the right – it will fill on its own)

Step 4 – Pest Treatment Info

Below the client’s infobox, enter the following details regarding the treatment of the pest:

• Name of the Pest(s) Treated
• How you Treated (killed/removed) the Pests
• The Application Rate of the pesticide used (if applicable)
• Target Area(s) – or where the treatment was applied
• Any Post-Application Notes regarding the job

Step 5 – Chemicals / Traps Purchased

For the items or chemicals used that you would like to charge the client, enter them as follows:

• A short Description of each chemical
• The Quantity (amount or units purchased)
• EPA # (if not listing a chemical, ignore this field)
• Unit Price per item or chemical used
• Multiply the Unit Price by the Quantity to calculate the Material Total

Step 6 – Labor & Totals

In the second table, list the services that you are charging the client as follows:

• Brief Description of each Service
• Number of Hours each service took
• The Hourly Rate for each service
• Calculate the Amount by multiplying the number Hours by the Hourly Rate
• Sum the Amount column to calculate Labor Total
• Sum Labor Total and Material Total for the Subtotal
• Add on any Sales Tax to the Subtotal to find the TOTAL

Step 7 – Finishing up

To finish the invoice, enter the following:

• Number of Days the customer has to pay invoice total (the difference between Issued and Due Date)
• Comments or Instructions for the client (payment instructions/corrections to listed amount)

How to Write in Excel

Step 1 – Download

Download the Pest Control Invoice in Microsoft Excel (.xlsx).

Step 2 – Company Name & Contact Information

At the top of the sheet, enter the following:

• The Name of the Company
• Company Phone
• Company Email
• Company Website
• Address of the Company

Step 3 – Client Information

Enter the below information regarding the client to ensure contact can be made at a later date:

• Invoice Number (a combination of numbers or letters that make sense to the company’s record keeper)
• Issue Date – When the client will receive the invoice
• Due Date – The date the full invoice amount will be due
• Customer Email
• Full Name of the Client
• Client Address
• Client Phone Number

(Note: Ignore the “Invoice Total” box – the value will display automatically at a later step)

Step 4 – Pest Treatment Notes

Next, enter the fields below regarding how the pest problem was solved (if a field doesn’t apply, leave it blank or write “N/A”):

• The Type of Pests Treated
• The Method of Treatment
• Application Rate of Pesticide Used (if none – leave blank)
• Target Area – The location in which the treatment was conducted
• Any Post-Application Notes

Step 5 – Chemicals / Traps Used

In the table, enter the types of chemicals and/or traps that you will be charging to the client as follows:

• A Description of the Chemical or Trap
• The Quantity (Amount) purchased
• The EPA Number of the Chemical (if applicable)
• Unit Price of each material (e.g cost per gallon, per trap, etc.)

(Note: The Amount column will automatically multiply the Unit Price by the Quantity)

Step 6 – Labor

In the second (2nd) table, enter the following information regarding the service(s) that were provided:

• Short Description of each Service
• The Number of Hours dedicated to each Service
• Rate being charged for each Service (Dollars per Hour)

Step 7 – Totals & Comments

To complete the invoice, enter the following:

• Sales Tax – Enter as a whole number percent
• Number of Days until the Full Invoice Amount is due
• Any Comments or Instructions for the Client

Looking for a Simpler Invoice?

Those that wish to have more control over the look of their invoices can download the Simple Invoice, which is a template specifically created to be customized to the needs of the pest control technician or company.