Roofer receipt template (UK)
Confirm payment for a roof repair or replacement with a detailed receipt your customer can send to their insurer.
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Receipts and insurance claims
Many roof repairs happen after storm damage, and homeowners often claim the cost back from their insurer. To do that, they usually need proof of what was done and what they paid. A detailed receipt makes their claim easier and makes you the roofer they recommend.
Include the date you attended, what you found, what you repaired and the materials used. Add the job address, and mention in the notes that photos were supplied. Insurers like evidence.
Emergency call-outs paid on the day
For emergency repairs, like a tarpaulin over a hole or a few tiles replaced after high winds, customers often pay on the spot. Give a receipt before you leave. Choose how they paid, list the work, and the PDF is marked PAID.
Guarantees
If your work comes with a guarantee, put it on the receipt, for example "Workmanship guaranteed for 5 years from the date above". Customers rarely keep emails for years, but they do keep receipts with their house paperwork.
Deposits
On bigger jobs, issue a receipt for the deposit and another for the final payment. Note the total price and the balance remaining on each one.
Keep a copy
Save every receipt in a folder for the tax year. Sole traders must keep records for at least five years after the 31 January Self Assessment deadline for that year.
Frequently asked questions
What do insurers usually need from a roofer?
Usually a detailed invoice or receipt, photos, and sometimes a short report on the cause of the damage. Ask the customer what their insurer has requested.
Should I give a receipt for a deposit?
Yes. Write what it's for and the agreed total price.
Can I add the guarantee to the receipt?
Yes. Use the notes box. It's a good place to keep it.