Free Bid Invoice Template

Bill for work completed under an accepted bid

Bill for work completed under the accepted bid and include any approved changes. Show the finished job and agreed charges clearly so the customer can pay you.

Email, print or download your invoice as a PDF.

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Free invoice template from Docelf

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Choose a Layout for Billing an Accepted Bid

Choose a layout for billing work completed under an accepted bid. Replace the sample details with your completed work and agreed charges.

Use the Accepted Bid as the Starting Point

A bid sets out the work and price before the customer chooses you. This invoice asks for payment for work completed under that accepted bid. Keep the bid reference so the customer can compare the bill with the offer they approved.

For a painting job, repair or move, use the same service names as the accepted bid. Put an approved extra on its own line. Bill for an option only after the customer approves it and you complete the work.

How to Create an Invoice for an Accepted Bid

Keep the accepted bid beside you while you fill in the invoice. Use its descriptions and prices for the work you completed.

Invoice fields for business details, logo, customer, dates, charges, totals and terms
  1. Identify Your Business: Use the business name and contact details shown on the accepted bid.
  2. Add Your Logo: Match the invoice to the bid with your business logo.
  3. Choose the Customer: Use the billing contact for the customer who accepted the work.
  4. Set the Number and Dates: Check the invoice number. Set the invoice date and agreed due date.
  5. List the Completed Work: Use the bid descriptions and prices. List approved extras on their own lines.
  6. Review the Total: Add any tax or discount that applies. Docelf calculates each charge and the total.
  7. Add the Bid Reference: Include the bid number, payment instructions and any approved change reference.

How to Fill In Bid Invoice Line Items

Keep agreed work separate from changes. A short reference beside an extra charge helps the customer see why the final bill differs from the original bid.

This fictional painting job follows bid B-104 and one approved change, CO-01. Prices are in USD. The example applies 8% tax to all three charges.

QTY Description Unit Price Amount
1 Wall preparation — bid B-104 $240.00 $240.00
2 Room painting — agreed price per room $325.00 $650.00
1 Extra trim coat — approved change CO-01 $90.00 $90.00
Subtotal $980.00
Sales Tax (8% example) $78.40
Total $1,058.40

The accepted work adds up to $890.00. The $90.00 approved extra brings the subtotal to $980.00. The 8% tax is illustrative; use the tax treatment that applies to your work.

What to Include in Bid Invoice Terms

Use Terms and Conditions to connect this bill to the accepted bid. State the payment deadline and how the customer should pay. Include the reference for any approved change.

Keep only terms you actually agreed to use. Check local requirements before adding late fees or warranty conditions. Adapt this example to the bid and work you are billing.

Example: Terms and Conditions

  • This invoice covers the completed work under accepted bid B-104 and approved change CO-01.
  • Payment is due within 14 days of the invoice date.
  • Please include the invoice number with your payment.
  • For questions about the listed work or charges, contact [Billing Contact].
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Finished the Work You Bid For?

Bring the agreed charges into one invoice. Docelf calculates the total as you add the completed work. Review it and send the bill.

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Check the Final Bill Against the Bid

A fixed-price job does not become hourly billing just because you spent longer on it. Use the agreed fixed fee. List any approved extras separately.

Check these details before sending the invoice:

Already Created the Bid in Docelf?

When the accepted bid is a Docelf quote or estimate, you can create an invoice from it. Docelf copies the customer, items and prices. Check that the invoice matches the completed work before you send it.

For a bid prepared elsewhere, enter its reference and attach a PDF or image of the accepted offer. The customer can use that document to check the agreed work and charges.

Keep the Invoice Recognizable

Use the logo, colors and fonts the customer saw on your bid. An optional industry name before “Invoice” can identify your trade. Put a useful billing email or phone number in the footer.

Choose the same currency as the agreed price. Docelf supports USD, EUR, GBP, CAD and AUD.

After You Send the Bid Invoice

Check the invoice history in Docelf for delivery details. You can also see when the customer opened the emailed invoice. If the customer questions an extra charge, use the bid and change references to explain it.

Record payments as you receive them so the remaining balance stays clear. After recording a payment, you can create a receipt from the invoice.

Need a File You Can Fill In Yourself?

These general invoice templates also work as a starting point. Add the accepted bid reference and check that the file shows only the charges you are billing now.

Bid Invoice FAQs

Bill for the Work in the Accepted Bid

Invoice template ready to fill in with Docelf

Help the customer connect the finished job to the price they accepted.

  • List the agreed work and approved extras
  • Keep the bid reference with the invoice
  • Email the invoice or download a PDF
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