Roofing Contractor Invoice Template

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Roofing Contractor Invoice Template is used as a correspondence in the billing process when a Client must be informed that an impending payment is due. After all, while every Contractor would like every Client to submit a timely payment for roofing work, this will only happen if the Client is aware of that he or she owes a predetermined sum of money to the Contractor and what that sum is. This paperwork will serve this function as well as participate in keeping record-keeping and account management. Make sure to obtain a copy of this document in a format you can work with so that it is readily accessible when it is needed.

How to Write in PDF and Word

Download: Adobe PDF & Microsoft Word (.docx)

1 – Save The Roofing Contractor Invoice Template To Your System

The Roofing Contractor Invoice can be saved by selecting then opening or saving the desired file using the “Adobe PDF” button or “MS Word” button.

2 – Record The Roofing Contractor’s Company Name And Its Basic Information

The top of the invoice will require several important items the Client can use to identify the Sender and contact him or her if necessary. Input the Roofing Contractor “Company Name” in the self-labeled field. The individual who the Roofing Client is expected to correspond with when this invoice is to be discussed or paid should be entered on the line labeled “Name.”A standard method used to contact a Company or Contractor is by mail. Therefore, the lines bearing the labels “Street Address,” “City, State, Country,” and “Zip Code” will accept the three lines making up a standard address. Submit the Roofing Contractor’s business address to this invoice using this area.Two additional methods of contact used by Clients, “Phone” and “E-Mail,” should also be made available here. The last two blank lines here have been presented for this purpose.

 

3 – The Invoice Number Should Be Assigned To The Roofing Client You Name

Now that the Roofing Contracting Company has been identified adequately, we should supply the “Invoice #” to the next labeled blank space.The invoice “Date” will also be required and may be supplied to the blank space in the upper right area of the page. Next, identify the Roofing Client on the “Name” line underneath the bold words “Bill To.” Continue the report on the Roofing Client by reporting the building number and street name to the blank line “Street Address.” Any applicable apartment or suite number should also be produced on this line.Complete disclosing the Roofing Client’s address by entering his or her “City, State, Country,” and “Zip Code” to their respectively labeled blank lines.

 

4 – A Full Report On The Roofing Job Must Be Produced

This document will need to give a reasonably well-constructed report on the roof work done for the Roofing Client. Two distinct sections of this paperwork (“Products” and “Labor”). Each will be divided by four columns meant to help you summarize the factors contributing to the cost of the roof job requiring payment through this paperwork. The first part of the “Products” section, titled “Description,” is reserved for an itemized list of the supplies or construction materials necessary to complete the contract. The next part of this table, “Quantity,” will need the physical number of each item that was ordered for this roof job. Our next task will be to furnish the “Unit Cost” of each ordered roof supply or construction material to the third part of this table. Once you have recorded the “Quantity” and “Unit Cost,” multiply them, then fill in the result in the “Amount” column on the same row. The final requirement of this table is the “Total Products” box at the end of the “Amount” column. You must input the sum of all the “Amount” values you calculated in this box. The “Labor” section of this invoice will make a record of the physical work and time the Roof Contractor must be compensated for. Use the first column in this section (“Description”) to report the work log defining when the Roof Contractor worked for the Client. For each row where a log entry is reported, record how many “Hours” were worked during such a shift in the adjacent column. The “Hourly Rate” is how much the Roofing Contractor will earn in one hour. Record this dollar amount in the next column.  The last two figures you recorded, “Hours” and “Hourly Rate,” must now be multiplied with each other. The result will define how much the Client must pay for the log entry reported on the same row and should be submitted to the final column of this table, “Amount.” Every row’s result must be added to one sum that you must present in the “Total Labor” box of the “Amount” column

The next portion of this invoice will contain a three-field table. The first box in this column, “Subtotal,” is reserved strictly for the sum of the values you calculated in “Total Products” and the “Total Labor” All taxes that you must include with the final charges of this invoice must be disclosed in the field attached to the “Tax” label Lastly, add the sum you calculated in “Subtotal” to the figure in “Tax” then fill in the result to the final box in this column, “Total.”

 

5 – Payment Terms, Instructions, and Additional Material Can Be Included At Your Discretion

Notice the two sentences immediately following the tables you completed. The first of these acts as a way to inform your Roofing Client of the number of days constituting the grace period. Input this number on the blank line in this sentence. More information can be submitted with this invoice using the blank lines in the “Comments…” section.

 

How to Write in Excel

Download: Microsoft Excel (.xlsx)

1 – Download The Roofing Contract Invoice

The button and link labeled “MS Excel” will give you access to the Roofing Contractor Invoice as a spreadsheet template. You will be able to work on this on-screen while you are online, however it is recommended that you save a copy for your records.

 

2 – Identify The Roofing Contractor

Once you have opened this spreadsheet, locate the first few cells in column A. This area will be devoted to identifying the Roofing Contractor’s Business. If the Roofing Contractor has a company logo then, upload it to this sheet and attach it to cell A1. The second cell of this column has been reserved so the Roofing Contractor’s “Company Name” can be prominently featured. Input this name in cell A2. Cells A3 through A6 will have labels that act as a step-by-step gas in presenting the Client with the Roofing Contractor’s business address. Begin by inputting the full “Name” of an individual at the Roofing Business that the Client can write or otherwise correspond with regarding this paperwork. Once you have supplied this “Name,” continue to record the parts of the business address requested by the cells A4, A5, and A6. Furnish the Roofing Contractor’s “E-mail” address to cell A7. The final piece of information many Client will appreciate is the Roofing Contractor’s telephone number. Place this in cell A8.

 

3 – Name The Roofing Client

The words “Bill To” in cell A10 will indicate who this invoice is aimed at. Thus, you must enter the Roofing Client’s full name in cell immediately below this (A11). In addition to his or her identity, the address where the Roofing Client has indicated mail should be sent should be submitted to this document using cell A12, cell A13, ad cell A14.

 

4 – Deliver The Determined Invoice Number

Notice the area directly below the bold word “Invoice” in the upper right-hand corner of this spreadsheet. The two cells requiring input will be located beneath the column headings “Invoice #” and “Date.” Supply the requested information to these cells. You must manually enter the invoice number however; the invoice date will already be produced as the current date. This date can be changed at will to one that suites your purposes.

 

5 – Detail The Roofing Job

The “Products” table and “Labor” table are paired together since together they will fully define the roofing job requiring payment. First, in “Products,” a manifest of the roofing materials needed for this job. Each such material should be listed on a separate row in the “A” column (titled “Description”). In addition to this, the number or “Quantity” of each roof supply on this manifest should be accompany its “Description.” Place this “Quantity” in the “F” column. Consult your records for the “Unit Price” of the materials ordered and report it in the “G” column. The two figures you enter to describe each roof supply order will feed into a formula in the “H” column. This “Amount” is how much the Client must pay for each of the roof supplies and (turn your attention to the bottom of the last column) the total that must be paid for these “Products.” The next topic, “Labor,” provides a structure where you can quickly report how much time was spent working on the Client’s roof. A log of the Roofer’s shifts should be submitted, row by row, to the “Description” column (A). To complete this table, you will need to report the total number of “Hours” the Roofer worked during each shift at the Client site. This should be recorded in the “F” column of this table while the Roofer’s “Hourly Rate” should be set in the “G” column. As you fill in this information column H will produce the totals necessary to bill the Client. You must consult your local tax codes, calculate any taxes that may be owed with this invoice by the Client, then submit this figure to cell A34. Once you have entered all these figures, the “Total” box will populate with the amount the Client must pay to satisfy this invoice.

If desired, you can place a limit to the amount of time the Roof Client is allowed to take to pay the invoice amount. This time limit should be expressed in days and should be submitted in place of the brackets in cell A34. If you wish to include additional payment terms or other pertinent material, you may use cell A35 to do so.

 

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