Electrician invoice app: from approved quote to invoice

From the approved quote

A device-level quote produces a list of lines the customer already agreed to. Creating the invoice copies those lines, the chosen option and any add-ons, so the numbers match the signature. Add a line when a job picked up an extra receptacle on site, then check the total. The invoice number follows the sequence you set, and tax follows your tax rules. If the work never had a proposal, begin from a blank invoice and add lines by hand.

Lines an electrician's customer can read

A good invoice line names the thing that was done: replaced a receptacle in the kitchen, installed a ceiling fan box, labeled panel circuits. Avoid shorthand the customer cannot decode. Keep permit fees as their own fixed line so the customer sees what is a government charge and what is your labor. TierMenu uses the task names from your book, so writing clear task descriptions once pays off on every quote and invoice.

Honest about payments

TierMenu is not a payment processor. The invoice shows your payment instructions, such as who to make a check payable to or how to send a bank transfer. When the money arrives you open the invoice, record the date and method, add a note if you like, and the status becomes paid. If you want to take cards, use the method you already trust and record the result here.

Sending the PDF

Send the invoice by email from TierMenu with the PDF attached, or download it and send it yourself. The PDF carries your company logo, number, lines, tax and payment instructions. Status moves from draft to sent when you send it. If a mistake is found, void the invoice and issue a corrected one instead of editing history, which keeps your own records clean.

Keeping electrical records straight

Keep the approved proposal, the signed PDF and the invoice linked to the same customer and location. That gives you one place to answer a question about what was agreed and what was billed. If a change order comes up halfway through a job, duplicate the proposal rather than editing the approved one, and the invoice will follow the new scope.

Where it stops

TierMenu does not schedule jobs, track technician hours, run payroll or sync accounting. Many electricians use it for the part between the visit and the payment, and keep their bookkeeping where it is. If you need those things, check that the tool you choose provides them, and use TierMenu only for quoting and simple invoices.

A short checklist before you send

Check five things before an invoice leaves the office. The customer name and service address match the job. Every line describes work that was done, in words the customer would use. Permit fees and any fixed charges appear on their own lines. Tax matches your settings for the type of work. Payment instructions are present and current. A two minute review catches most disputes before they start, and it takes less time than a phone call to explain a confusing line afterward. Make the review a habit for everyone who sends invoices.

Change orders and extra work on site

Electrical work often grows once a wall is open. A second circuit, a longer run, a panel that needs a different breaker. When that happens, document the change with the customer before doing the work, using a duplicate proposal or a change order, and then invoice from the new approved scope. The invoice then matches what the customer signed. If you only add a line at the end, the customer is surprised by a number they never agreed to, and the conversation gets harder.

How it works in TierMenu

1. Step 1

   Open the approved quote

   Choose the signed proposal for the customer.

2. Step 2

   Create the invoice

   Scope and amounts copy across. Add any extra lines.

3. Step 3

   Send and record

   Email the PDF, then mark it paid when payment arrives.

TierMenu, a spreadsheet and a paper price book

FAQ