Roofing Invoice Template

If you operate a roofing business, creating a professional roofing invoice is critical: it establishes transparency, helps build trust with clients and protects your bottom line. Here’s how to make one.

Why a Roofing Invoice Matters

Invoices matter for more reasons than many people realize:

• It establishes a record of the services you provided
• It makes a formal request for payment
• It helps you keep track of payments for accounting purposes

When you file taxes, your invoices can help you reliably substantiate your income. And if a client refuses to pay, having an invoice can help you recover payment.

What to Include on It

Generally, a roofing invoice should at least include the following:

• Your name and contact information
• The client’s name and contact information
• The invoice number and the date
• An itemized list of materials and labor
• Any additional taxes and fees
• The total amount due
• Payment terms and due date

If you offer a warranty on your services, you should also include that information on your invoice.

Types of Invoices to Use

Depending on the project you’re working on, you might use different kinds of invoices:

• Standard Invoice: Issued after work is complete
• Progress Invoice: Issued after certain stages in long-term projects
• Time and Materials Invoice: Issued when billing depends on materials and hours worked

You might also issue a pro forma invoice (or estimate) when a client wants to know how much a project will cost.

Invoicing for Insurance Jobs

Roofing invoices for insurance claims are a little different. These best practices can help increase your likelihood of prompt payment:

• Include the claim number and the policyholder’s details.
• Include your company information and license number.
• Mirror the line items on the insurance company’s estimate.
• Include the total replacement cost value (RCV), paid actual cash value (ACV), the customer deductible and recoverable depreciation.

You should also include photos of the finished roof and a certificate of completion signed by the homeowner.

Setting Payment Terms

Payment terms tell your clients how, when and how much to pay. Many roofers use net 15 or net 30 terms. This means that the client has 15 or 30 days from the invoice issue date to pay.

However, for minor repairs, many roofers make payment due immediately upon receipt of the invoice.

Protecting Against Nonpayment

One of the easiest ways to reduce late or missed payments is to send clients automated payment reminders. For larger projects, consider asking for upfront deposits.

You should also outline payment terms in the service agreement or contractor agreement you have with each client. That way, if they don’t pay and you must take legal action, you may have a better chance of recovering what you’re owed.

Why Having the Right Roofing Invoice Matters

Your invoice is a small part of your business, but you shouldn’t underestimate its importance. Having the right documents helps establish your professional reputation, and it can also reduce your risk of facing legal disputes.

Not sure what documents you need or how to create them? ConsumerShield can help. Browse our collection of legal document templates and guides today.