Contractor Invoice Template (Free) with Discount Excel
A Excel Contractor invoice with a discount row handles frequency discounts, package deals and promo offers cleanly — the client sees the original amount, the savings, and the final total.
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Why a discount row matters for contractors
Discounts are a pricing tool, not a mystery. Cleaning services give frequency discounts, photographers bundle prints, caterers discount group orders — and an invoice with a dedicated discount line shows the client exactly how much they saved. That makes the discount feel real and keeps your standard rates intact for the next quote.
- Formulas add up line items, apply tax and discounts, and track what is still unpaid.
- Drop-downs for your usual services keep data entry consistent across months.
- One workbook per client or per season makes year-end bookkeeping a copy-paste job.
Fields a contractor with discount invoice should include
Every job is different, but these contractors fields belong on the invoice. Keep them on the template so nothing gets missed:
| Field | What to enter |
|---|---|
| Project name & scale | e.g. "Kitchen remodel, 2nd floor" — lenders match draws to the job address |
| Materials markup rate | State the markup, commonly 10–20%, so the owner can verify the math |
| Subcontractor fees | List each trade separately with the agreed amount |
| Deposit / retention & insurance | Show the deposit already paid and any retention withheld |
| Permit fees | Pass-through permit and inspection fees at cost |
| Change order total | Reference the approved change-order number and date |
| Progress payment split | Common 50/40/10 or 30/30/30/10 schedule — mark the current draw |
| Late payment interest | Optional line: 1.5% monthly or state-legal rate on overdue balances |
Real scenario: a bathroom remodel milestone draw
Mid-size remodelers usually bill in three to four draws tied to completed phases — demolition, rough-in, finishes, and punch list. Here is a worked example using typical contractors pricing:
| Line | Qty | Rate | Amount |
|---|---|---|---|
| Carpentry labor — rough-in (per hour) | 16 | $70 | $1,120.00 |
| Subcontractor — plumbing rough-in (per job) | 1 | $950 | $950.00 |
| Subcontractor — electrical rough-in (per job) | 1 | $620 | $620.00 |
| Materials — lumber, fixtures ordered (itemized) | 1 | $1,480 | $1,480.00 |
| Materials markup 15% | 1 | $222 | $222.00 |
| Permit & inspection fees (pass-through) | 1 | $185 | $185.00 |
| Change order CO-004 — vent relocation (approved) | 1 | $350 | $350.00 |
Draw subtotal $4,927.00, less the 50% deposit already collected, leaves a balance due of $2,463.50 on this draw — Net 10 after inspection sign-off. Listing subs, markup, permits, and the change order separately is what makes the draw approvable without a phone call.
How to add a discount in Excel in 3 steps
Enter the standard line items
List every service at your normal rate first, so the original subtotal is visible before any savings.
Add the discount row
Use the discount line with the type (frequency / package / promo) and the amount, either fixed or percentage.
Let the total update
The template subtracts the discount before tax, and the final total reflects what the client actually pays.
Contractor with Discount Excel invoice questions
What discounts do contractors commonly give?
Frequency discounts for recurring customers, package deals for bundled services, and seasonal promos. The row works for any of these.
Is the discount applied before or after tax?
On this template the discount is subtracted from the subtotal before tax is calculated, which is the common practice for service invoices.
Can I use both a percentage and a fixed amount?
Pick one type per row for clarity — a fixed dollar amount or a percentage. For combined offers, use two discount lines.
Does the client see the savings?
Yes. The original amount, the discount line, and the final total are all printed, so the savings are explicit.