Free Roofing
Invoice Template
Bill tear-off, material by the square, flashing, and permit or disposal on one clean invoice. It has an insurance claim number field and a deposit line. Grab the roofing invoice template as a PDF, Excel, or Google Sheets file below.
Sample layout.
Every Line Item a Roofing Invoice Should Have
Tear-off
The old roof, by the square, with layers noted.
Roofing material
Shingles, metal, or tile, by the square.
Underlayment
The layer under the material, by the square or roll.
Flashing
Step and valley flashing, by the foot or each.
Permit fee
The city permit, passed through at cost.
Disposal and hauling
The dumpster and haul-away.
Pricing the next roof before you invoice this one? Turn a photo into an itemized estimate in about 6 seconds with SimplyWise Cost Estimator →. Free to try.
Roofing Invoice vs. Roofing Estimate
Same categories, different job.
| What the document does | Estimate | Invoice |
|---|---|---|
| When it goes out | Before the tear-off starts. | After the roof is finished. |
| Line items | Projected squares and fees. | Actual squares and fees. |
| Deposit | Requested. | Shown as deposit received. |
| Insurance claim number | Not needed yet. | Referenced for the adjuster. |
| Signature | Client signs to approve the scope. | Not needed. |
Need the estimate first? SimplyWise ships a roofing estimate template built the same way. Or skip the paperwork. Turn a photo into an itemized estimate in about 6 seconds with SimplyWise Cost Estimator →. Free to try.
How to Fill Out a Roofing Invoice in 5 Steps
Step 1: Confirm what actually happened on the roof
Check the tear-off count and the squares installed against the estimate. Note anything that changed, like extra layers. The invoice bills what happened, not what was quoted.
Step 2: Fill in the contractor, client, and claim blocks
Add your business name, phone, and roofing license number, then the client’s billing address. If insurance is paying, add the claim number and adjuster’s name too.
Step 3: Enter every line item by category
List the tear-off, material, underlayment, and flashing. Add permit and disposal as their own lines. Skip the lump description. An itemized bill is the one a client or adjuster actually reads.
Step 4: Apply tax, the deposit received, and the balance
Add tax where your state requires it, then subtract the deposit received. What is left is the balance due. Show all three lines.
Step 5: State the terms and send it
Write the due date, late payment policy, and warranty in plain words. Then send it the same day. A fast bill gets paid fast.
Worked Example: A Full Tear-Off Reroof With an Insurance Claim
Ridgeline Roofing Co. tore off two layers of shingles after a hailstorm and installed new architectural shingles. Insurance covers most of the job, so the invoice goes out that evening with the claim number up front.
The filled invoice, block by block
- Contractor block. Ridgeline Roofing Co., phone, and license number.
- Bill to block. Renee Ashford, 4408 Cedar Hollow Rd, Tulsa OK 74133.
- Invoice details. Invoice number, dates, job number, insurance claim number, and the adjuster’s name and phone.
- Line items. Tear-off for two layers, then the new shingles. Underlayment and flashing each get a line. Then the permit fee and disposal.
- Totals block. Subtotal, tax, the deposit received, and the balance due.
- Terms. Due on receipt, a late payment policy, and the warranty.
Figures here are placeholders, not prices. Price the job with the construction calculators before you write a number.
What Is in the Roofing Invoice Template Files
Contractor and client blocks
Business details and roofing license number. Client name and addresses.
Invoice details block
Invoice number, dates, job number, and an insurance claim number field with an adjuster line.
Line item table
Description, quantity, unit, unit price, and amount, with 14 numbered rows. The first six carry example roofing descriptions and units; quantity, price, and amount cells ship blank.
Totals block
Subtotal, tax, total, deposit received, and balance due. Excel does the math.
Payment methods block
Check, bank transfer, or a payment app handle. No card number field.
Terms block
Payment terms, late payment policy, and warranty.
Every rate cell in the roofing invoice template ships blank. Or raise the estimate and invoice straight from SimplyWise Cost Estimator →. Free to try.
Template Download vs. Running It in the App
What’s Included
- ✓ Contractor, client, invoice detail, and totals blocks.
- ✓ PDF, Excel, Google Sheets.
- ✓ Auto totals in the Excel version.
- ✓ You track squares, deposits, and balances by hand.
SimplyWise App
- ✓ Photo to itemized estimate in about 6 seconds.
- ✓ Material pricing pulled for your ZIP code.
- ✓ Turn a saved estimate straight into an invoice, with a deposit field built in.
- ✓ Client signs to approve the quote.
- ✓ $29.99/mo or $239.99/yr, about $20/mo on annual, 7-day free trial.
Frequently Asked Questions
Filling out the invoice
Insurance claims, deposits, and getting paid
More Free Templates for Contractors
Roofing Estimate Template
Quote the job first, then bill it with the invoice above once the crew finishes.
Contractor Invoice Template
The general purpose version, for remodels and multi trade jobs.
A note on the numbers on this page
Every figure in the hero preview and worked example is a placeholder, not a market price. The three files ship with empty rate cells. This is not legal advice. Deposit limits, lien waiver timing, and sales tax vary by state, so confirm with your state’s contractor licensing board.
Ready to quote the next roof?
SimplyWise turns a photo into an itemized estimate in about 6 seconds. Free to try, then $29.99/mo or $239.99/yr.