Structural engineer invoice template
Structural engineer invoice template: bill beam and opening calculations, foundation inspections and the calculation report for a permit, each on its own line.
Templates by industry
- Structural calculations for a steel beam opening
- Site inspection of the existing foundations
- Calculation report for the permit application
Preparation guide
Example workflow
Confirm scope and quantities
Example: reconcile the approval and work record for "Structural calculations for a steel beam opening" to establish the quantity for this invoice.
Record delivery and acceptance
Check completion for every line, including "Calculation report for the permit application". Link subject identifiers to results and deliver observations and agreed follow-up actions.
Send the billing record
Send the final charges, delivery reference and due date to the customer, then reconcile payment against the invoice number.
Homeowners meet a structural engineer when they want to knock through a wall, add a floor or convert a loft, and the invoice is often their first view of what an engineer actually does. This template separates the three parts of a typical small job: designing the element that carries the new load, looking at what is already there, and issuing the report the permit authority or the builder needs. Each part can then be checked against the engineer's appointment letter.
Fields to prepare
- Deliverables and line items
- Structural calculations for a steel beam opening, Site inspection of the existing foundations, Calculation report for the permit application: record the quantities actually supplied and the service period.
- Structural calculations for a steel beam opening
- Name the beam or lintel and the architect's drawing number, so the calculation can be traced to the opening it serves.
- Site inspection of the existing foundations
- Give the date of the visit and what was opened up or measured; a second visit caused by unexpected findings goes on its own line.
- Calculation report for the permit application
- State whether the report was issued for the permit or only for comment; reissues after design changes are billed separately.
- Subjects and quantities
- Record sample, asset or site counts, identifiers, test items and accessible areas.
- Method and report
- Specify agreed methods, report format, delivery deadline and whether retesting is included.
- Scope to agree
- Name the element designed and the drawing it refers to, bill each site visit with its date, and say whether the report is the issued version.
Before sending
- Does “Structural calculations for a steel beam opening” show the quantity actually supplied, not the quantity first quoted?
- Is “Site inspection of the existing foundations” charged at the rate the customer agreed to, with any change approved?
- Is “Calculation report for the permit application” finished and accepted, or does it belong on a later invoice?
Show 3 more
- Separate visit, collection and transport costs from analysis and reporting.
- Document inaccessible areas and excluded tests before work starts.
- Match completed work to the order or approval record, and confirm the payment due date and amounts already received.
Worked example with sample figures
The figures below are invented to show how the template adds up: 3 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Structural calculations for a steel beam opening | 1 × $780.00 | $780.00 |
| Site inspection of the existing foundations | 1 × $320.00 | $320.00 |
| Calculation report for the permit application | 1 × $260.00 | $260.00 |
| Subtotal | $1,360.00 | |
| Sales tax (8%) | $108.80 | |
| Total | $1,468.80 | |
Net amount $1,360.00, sales tax $108.80, total payable $1,468.80.
What the document must show
The details an invoice has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write an invoice: a step-by-step example
Frequently asked questions
The builder found a different foundation than expected. How do I bill the extra visit?
Add a second inspection line with its date and a short note on what was found. If the design must change, bill the revised calculation separately as well.
Can I send the invoice to the builder instead of the homeowner?
Address it to whoever appointed you. If the builder engaged you, the builder is your client, even if the homeowner benefits from the work.
How is the sales tax worked out on this invoice?
The worked example above uses an example rate of 8%: $108.80 on a net amount of $1,360.00, for a total of $1,468.80. The editor recalculates all three when you change a quantity, a price or the country.
Is this template free?
Yes. You can fill in this template and print it or save it as a PDF without an account, and there is no payment step and no watermark on the document. Saving it to your account and downloading Excel or Word files need a free account.
Can I use it in another language or currency?
Yes. The document language can be set to any of 33 languages, and changing the country setting updates the currency, the date format and the tax rate.
Read next
Reading for the Structural engineer invoice template: How to write an invoice: a step-by-step example and Invoice payment terms: Net 15, Net 30, due dates. The VAT and GST calculator works out the tax line for you.