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Free window and door receipt template

A window and door 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 window and door receipt template, with its line items listed

What’s on a window and door receipt

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

Line itemUnitWhy it’s its own line
Existing window removal and disposaleachRemoving the old unit is priced per opening and depends on how it was installed.
Exterior door removal and disposaleachOld exterior doors come out with their frames, priced each.
Window rough opening framingeachChanging an opening’s size means framing work, priced per opening.
Insert replacement window installationeachInsert windows fit the existing frame and go in faster than full-frame windows.
New construction window installationeachA full-frame window goes to the rough opening and is flashed in, so it’s priced differently from an insert.
Exterior prehung entry door installationeachEntry doors are priced each, including the threshold, shimming and adjustment.
Sliding patio door installationeachPatio doors are large, heavy units with their own price per door.
Rough opening air sealing and foam insulationeachSealing the gap around each unit is easy to skip and matters for drafts. A line shows it’s done.
Window stool and apron trim installationeachInterior window trim is priced per window, separately from the install.
Door casing installationper linear ftCasing is measured around each opening in linear feet.
Exterior door and window perimeter caulkingper linear ftOutside caulking is the last seal against water, priced by the foot.
How to fill it in

Your window and door 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 each and linear feet 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 window and door jobs get paid

Window and door jobs often take a large deposit at signing, because the units are made to size and can’t be returned. The deposit receipt should list what it paid for: each unit ordered, by room or opening, with its size and type. If the order changes before it’s placed, write a new receipt rather than editing the old one.

Big orders may arrive and go in batches. Write a receipt for each payment and name the openings it covers. If a unit arrives damaged and one opening is left, the receipt for the payment you take shows what’s done and what is still owed for that opening.

Clients may need the final receipt for more than their files. Some energy credits and utility rebates ask for proof of what was paid and when, so list the units installed and the date; check the current rules for what qualifies. If a lender paid part of the job, name the lender on that receipt, and add the warranty so it’s with the record of payment.

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.
  • Installation is warranted for ____ years; windows and doors carry the manufacturer’s warranty.
  • Any balance still owed is written under Payment details.
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Window and door receipt template FAQ

01Is this window and door 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.
04What should a receipt for a window deposit list?
The quote it pays, the amount received, how it was paid and that it’s a deposit on made-to-size units. List each unit ordered by room or opening, with its size and type, and put the balance due on installation under Payment details.
05Can a receipt help a client claim an energy credit or rebate?
It can be part of the paperwork. Programs differ and change, so the client should check the current rules, but they often ask for proof of what was bought, what it cost and when. A receipt that lists each unit and the payment date gives them a clear record to start from.
06How do I write receipts when windows are installed in batches?
Write a receipt for each payment and name the openings that batch covered. Record what’s still owed under Payment details. When the last opening is done, the final receipt closes out the quote and lists the warranty.

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