Free Roofing Contractor Invoice Template (PDF/Excel)

Roofing jobs move fast and cash flow matters. This no-nonsense invoice template helps roofers bill clearly for labor, materials, deposits and progress draws so you get paid on time. Download as PDF or Excel and customize for each job.

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What to include on a roofing invoice

Keep it simple and clear. At the top put your company name, license/registration number, contact info and the customer’s name and job address. Add an invoice number and date. Itemize charges: materials (shingles, underlayment, flashing), labor (hours or flat rate), equipment rental, disposal fees, permits, and sales tax. Show deposits, previous payments, and the remaining balance. Include payment terms (Net 15, due on receipt), accepted payment methods, and your late fee policy. Finish with warranty or workmanship notes and any job-specific references like contract number or PO.

How to bill deposits, progress draws and change orders

For roof jobs you’ll usually take a deposit and bill in stages. Show the original contract amount, the deposit paid, each progress draw (e.g., 30% deposit, 40% mid-job, 30% final) with dates or milestones, and any holdbacks. For change orders, list the change, reference the signed change order, and add the extra cost as a separate line item. Always show running totals: subtotal, taxes, credits, payments received, and balance due with a clear due date. Attach receipts for materials you bought up front and note insurance claim numbers when applicable.

Frequently Asked Questions

Can I use this invoice for insurance claims?

Yes. Put the claim number and adjuster contact on the invoice, list the full replacement or repair cost, show what the insurer pays and what the homeowner owes (deductible), and attach photos/receipts as backup.

What payment terms work best for roofing contractors?

Common setups are due on receipt for small jobs or deposit + progress draws for larger jobs (example: 30% deposit, 40% mid-job, 30% final). Spell out late fees and which payment methods you accept (bank transfer, check, card).

How should I invoice for materials I buy before the job?

List materials as separate line items with costs and attach receipts. If you charge a markup or handling fee, state it clearly. Indicate whether the material cost was paid by the client as a deposit or is included in the progress draw.

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