Pool Service Invoice Template

Each line is Qty × Unit price. The lines sum to a Subtotal; an optional discount comes off, tax applies to the post-discount base, and the result is the Total. If you enter an Amount paid, the invoice shows the remaining Balance Due — otherwise the Total is the balance:

line amount = qty × unit price
subtotal    = Σ line amounts
discount    = amount (clamped ≤ subtotal) or percent of subtotal
taxable     = subtotal − discount
tax         = taxable × tax rate%
total       = taxable + tax
balance due = total − amount paid   (never below 0)

The due date derives from your payment terms — Due on receipt means due the issue date, Net 15 means 15 days after, and so on. Override the due date for a custom deadline and the terms label reads "Custom".

The pool preset rates are advisory starting points — typical figures from a published pool-maintenance cost guide — not authoritative pricing. Edit every rate to your market. The invoice number is suggested for this session only; nothing is saved or auto-incremented.

The rates you type here should not be invented at the invoice stage. Set them once in the page where the monthly rate is set, publish them where the whole route can see them on a published menu of pool service rates, and let the visit that earned the line be recorded on the work order the bill is built from so the bill and the job description agree. The late-fee note on this invoice is descriptive text only, and the actual figure is worked out on the invoice late fee calculator.