A invoice template built for water treatment companies. Download the PDF, or use Glo Invoice to send an invoice directly from your phone — pre-filled with the line items every water treatment company needs to bill for work without missing a charge.
Includes parts, labor, trip fees, tax handling, and the payment terms that actually get water treatment companies paid. Editable in Word, Google Docs, or on the fly inside Glo Invoice — no signup required for the PDF.
What to put on the document. Hardness (gpg) + TDS; System grain capacity; Salt type recommendation; Annual service plan; Warranty. Missing any one of these is the usual reason a water treatment company gets paid late or gets argued with.
Softener install — typical $1,200–$3,000. A common water treatment line. Ranges are national references, not quotes — set yours from your own cost, overhead, and local market.
Reverse osmosis install — typical $400–$1,200. A common water treatment line. Ranges are national references, not quotes — set yours from your own cost, overhead, and local market.
Whole-house filter — typical $300–$1,500. A common water treatment line. Ranges are national references, not quotes — set yours from your own cost, overhead, and local market.
Annual service — typical $150–$350. A common water treatment line. Ranges are national references, not quotes — set yours from your own cost, overhead, and local market.
Filter change — typical $80–$200. A common water treatment line. Ranges are national references, not quotes — set yours from your own cost, overhead, and local market.
Split parts and labor on separate lines. Most states tax materials but exempt service labor, so a single combined line either overcharges the customer or short-pays the state. Keep water treatment parts, labor, and any trip fee on their own rows with a taxable flag each.
Estimate, invoice, or receipt?. An estimate quotes work before it starts and should be approved in writing. An invoice bills for work done and carries the due date and payment terms. A receipt records money already received. Sending the wrong one is the most common paperwork mistake in the trades.
Write the payment terms down. Due on receipt, Net 15, or Net 30 — plus the deposit amount and any late fee allowed in your state. Terms that only exist in conversation don't get honored.
Frequently asked questions
Do I charge sales tax on water treatment work?
Most US states tax parts/materials but exempt labor. Use Glo Invoice's per-line tax toggle so each water treatment line item is taxed correctly. Check your state — a few (HI, NM, SD, WV) tax services too.
Salt vs salt-free softener?
Salt removes hardness; salt-free conditions. Salt is the standard for real hard water.
RO water for pets/plants?
Safe — though plants prefer non-RO. Note on invoice.
What should a water treatment invoice include?
Hardness (gpg) + TDS, System grain capacity, Salt type recommendation, Annual service plan, Warranty — plus your business name, license number where required, itemized lines, subtotal, tax, total, and payment terms.
Should I take a deposit on water treatment work?
For material-heavy or scheduled jobs, yes — a deposit covers what you have to buy up front and confirms the customer is serious. Show it as its own line and subtract it from the balance due.
Can I fill this out from my phone at the job?
Yes. The PDF is editable in Word or Google Docs, and Glo Invoice builds the same invoice on your phone and sends it by text or email with a pay link before you leave.
What if the customer doesn't pay?
Send a written reminder at 7, 14, and 21 days past due, keep the record of the sent document, and add a late fee only if your state and your written terms allow it.
