Roofing receipt template, free, with a re-roof sample paid in full

Download this receipt template: Word, Excel or PDF

Free to download, with no sign-up and no email. Open the Word file to type over the brackets, or the Excel file to swap in your own lines — the totals follow. Prefer paper? Print the blank PDF and fill it in by pen.

• Word (.docx) — the blank receipt, ready to fill in
• Excel (.xlsx) — the sample lines with amounts, tax and the total that work themselves out
• PDF (.pdf) — the filled-in sample, drawn the way Workeey draws a paid-in-full receipt
• Blank PDF (.pdf) — print it and fill it in by pen
• Google Docs — your own copy of the Word file, in your Google Drive (Google asks you to sign in)
• Google Sheets — your own copy of the Excel file, in your Google Drive (Google asks you to sign in)

What goes on a roofing receipt

Start with the details an insurer or a buyer will look for: your company name and your license or registration number if your state issues one, the homeowner, and the property address. Describe the work in roofing terms, with the slope or area and the number of squares: "rear slope, 12 squares, tear-off and new architectural shingles". That one sentence answers most of the questions a roofing receipt ever gets.

Then copy the lines from the invoice, including decking replaced, flashing and the dumpster, and add the payment facts: receipt number, the invoice it settles, the date and the method. On insurance jobs the homeowner may pay you with a check from the insurer plus a check of their own, and each one deserves its own line or its own receipt. Close with PAID IN FULL or the balance.

• Company name, license or registration number, phone and email
• Homeowner name and property address
• Receipt number and the invoice it settles
• Area and squares, tear-off and install
• Materials, flashing, decking and disposal, as on the invoice
• Workmanship warranty terms and length, if you give one
• Date paid and method, with the number of each check
• Total paid, and PAID IN FULL or the balance

Copy this roofing receipt template

Paste the lines into a document or a receipt book and fill the brackets. When two checks pay one invoice, as on many insurance jobs, write each on its own payment line with its number and amount, then the total.

• [Your company name] · License #[number] · [phone] · [email]
• Receipt #[number] for invoice #[number]
• Homeowner: [name] · Property: [address]
• Work: [slope or area], [squares] squares, [tear-off / overlay / repair]
• [Labor or material] — [qty] × [rate] = [$] (copy each invoice line)
• Subtotal [$] · Sales tax [rate]% on materials [$]
• Paid [date] by [check #___ / card / cash / Zelle] — $[amount]
• Total paid: $[amount]
• PAID IN FULL — thank you · Workmanship warranty: [years]

Roofing receipts for insurance claims and warranties

Storm work runs on paperwork. After hail or wind damage, the homeowner's insurer may want an invoice and a receipt showing the work was done and paid before it releases the rest of the claim money. Make your receipt match the scope the adjuster approved, in the same terms, and give the homeowner a copy the day you are paid. If an insurance check comes with more than one name on it, write the receipt only once the money has actually cleared.

The receipt also marks the start of your workmanship warranty, and of the shingle maker's warranty if the homeowner registers it. Write the date the job was finished and the warranty length on it. If you took a deposit on paper to order shingles, receipt that deposit when you take it, and show it as paid on the final receipt. Keep copies with the invoice and the job photos for your records; your accountant can say what to keep.

• Match the receipt's wording to the scope the adjuster approved
• Receipt each check separately when insurance and the homeowner both pay
• Write the completion date and warranty length on the final receipt
• Give a receipt for any paper deposit before you order materials
• Keep receipts with the invoice and job photos

Or do it free in Workeey

Workeey's invoicing builds the roofing receipt from the paid invoice, lines and all. Mark the invoice paid and tap Send receipt in its menu: Workeey emails the homeowner a receipt, which reads as a receipt and has no attachment. The receipt PDF says PAID IN FULL with the date and leaves out your pay link and bank or Zelle details, and you can share or download it from your phone to pass on to an adjuster.

A check, as in the sample, means you mark the invoice paid and then tap Send receipt; cash and Zelle work the same way. When the homeowner pays through the pay link in the invoice email, by card, Apple Pay, Google Pay or US bank once you connect Stripe, or your connected bank matches the deposit, the invoice marks itself paid and the receipt emails itself. Invoicing is free and unlimited on the free plan, and online payments carry a small processing fee; see pricing for the paid plans.

More for roofers: pages and free templates

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• Best apps for roofers — the apps for this trade compared
• Roofing invoice template — free, with a filled-in sample
• Roofing estimate template — a free quote sample
• Roofer wages by state — what employed roofers earn in every state, from BLS data
• Free invoice template — every field a trade invoice needs
• Free estimate template — copy it, price it, send it
• Free receipt template — a paid-in-full receipt to copy
• Work order template — the job written down before you bill it
• Late payment reminder templates — texts, emails and a letter to copy and send
• All free templates and tools