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Free roofing receipt template

A roofing receipt with 11 common line items already listed, each with its unit, and room for how the client paid and what’s still owed. Keep the lines the payment covers and send it.

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Free, no sign-up. Amounts are left blank for the payment you received.

The roofing receipt template, with its line items listed

What’s on a roofing receipt

Every line is one part of the roofing job, listed on its own so the client can see exactly what their payment covered.

Line itemUnitWhy it’s its own line
Asphalt shingle roof tear-off and disposalper sq ftTear-off depends on the layers coming off and the dump fees, not on the new roof, so it’s priced on its own.
Roof sheathing replacement over raftersper sq ftRotten decking only shows after tear-off. A per-square-foot line lets you state an allowance and the price beyond it.
Install synthetic roof underlaymentper sq ftUnderlayment covers the whole deck and is priced by area, separately from the shingles over it.
Install ice and water shield at eaves and valleysper linear ftMeasured along the eaves and valleys, and required by code in many cold-climate areas.
Install aluminum drip edgeper linear ftEdge metal runs around the eaves and rakes and is priced by the foot.
Install architectural asphalt shinglesper sq ftThe field shingles are the biggest line, priced by area including pitch and waste.
Install hip and ridge cap shinglesper linear ftCap shingles are counted by the foot of hip and ridge, not by area.
Install shingle-over ridge ventper linear ftVentilation is its own choice. Listing it shows the client what keeps the attic dry.
Install pipe boot flashing at vent stackeachFlashings are priced each, so the number of pipes on the roof shows in the price.
Reflash chimney with step and counterflashingeachChimney flashing is slow, detailed work at a common leak point, so it gets its own line.
Final cleanup and magnetic nail sweepeachHomeowners worry about nails in the driveway. Naming the sweep shows it’s included.
How to fill it in

Your roofing receipt in four steps

  1. 1

    Add your details

    Put in your business name, phone, email and license number once, and save the file as your master copy.

  2. 2

    Name what it pays

    Write the number of the invoice or quote the payment is for, and whether it’s a deposit, a progress payment or the final payment.

  3. 3

    List what it covers

    Keep the lines the payment covers, with the quantities in square feet, linear feet and each and the prices from the invoice, and delete the rest.

  4. 4

    Record the payment

    Fill in the date paid, how the client paid with the check number or reference, and any balance still owed. Save it as a PDF and send it.

How roofing jobs get paid

A reroof is usually paid in two parts, and each needs its own receipt. The deposit receipt should say it’s a deposit against the signed quote, what it pays for, such as the shingle order and the dumpster, and the balance still owed after it.

Insurance claims add a third party to the payment. The homeowner may pay you with a check made out to them and their lender, or pay in stages as the insurer releases funds. Write a receipt for each payment with the check number, who it came from and which part of the work it covers. The insurer or lender may ask for proof the roof was paid for before releasing the rest.

On the final receipt, record the roof that went on: the square feet installed, the shingle line and color, the underlayment, the date finished and the workmanship warranty. Homeowners keep it with the house papers, and it’s what a buyer’s inspector or a future warranty claim will ask to see.

Terms already on the template

Fill in the blanks, or change them to match how you work.

  • This receipt records the payment shown for the invoice or quote named above.
  • Workmanship warranty: ____ years from completion. Shingles carry the manufacturer’s warranty.
  • Any balance still owed is written under Payment details.
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Roofing receipt template FAQ

01Is this roofing receipt template free?
Yes. Download the PDF, Word or Excel file and use it for as many jobs as you like. There’s no sign-up.
02How do I show a deposit or a partial payment?
Keep the lines the payment covers and write the amount received as the total paid. Under Payment details, say it’s a deposit or a progress payment and write the balance still owed. In the Excel version, the amounts, the tax and the total paid calculate themselves.
03Can BuildWell send receipts for me?
Yes, with a subscription. Record each payment on the invoice with the amount, the method and a note, and partial payments add up; card and bank payments through Stripe are recorded for you. When the invoice is paid in full, Share receipt writes a message you can text or email, and the invoice can print with a paid stamp. It costs $7.99 a week or $79.99 a year after a 3-day free trial.
04How do I write a receipt for an insurance-funded roof?
Write one for each payment as it arrives. Note the check number, who issued it, the claim number if the homeowner gives it to you, and which part of the work it covers. The homeowner may need each receipt to get the next release from their insurer or lender.
05Should the roofing warranty go on the receipt?
Yes, on the final receipt as well as the invoice. The receipt shows the roof was paid for in full, which a warranty claim may ask for. Put the workmanship term and the shingle line on it so the homeowner has the whole record on one page.
06What if the homeowner pays the roofing deposit in cash?
Write the receipt there and then, sign it and give the homeowner a copy. Note that it was cash, the date and what it’s a deposit against. A cash payment leaves no bank record, so the receipt is the only proof either of you has.

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