Property and Real Estate Invoice Templates

Add your company name, address, and contact info. Include client or owner name, invoice number, and date. Itemize charges like management fee, rent collection, repairs, inspections, staging, or closing costs with quantities and rates. Add property address, unit, or APN. Show discounts, deposits, and tax if any. List subtotal, tax, and total due. State payment terms and method.

It depends on the service and region. In the US, some services are taxable by state while rent itself is often not. In Canada, apply GST/HST or GST plus PST where required. In the UK, add VAT if registered and include your VAT number. Always display the tax rate, tax amount, and total due. Keep receipts for reimbursed costs.

Include property address, unit number, and APN or parcel ID. Add tenant name, lease dates, and work order or job ID. For sales, list MLS number, closing file ID, or loan number. For appraisals, add report ID and effective date. Clear links to the asset make reviews fast.

Use a template for one-off tasks like a single BPO or inspection. It’s quick. Choose a generator if you manage portfolios, repeat owners, or closing files. The tool saves clients and properties, recalls common charges, calculates tax, and sends invoices with payment links and reminders.

For property management, deduct from owner draw or set net 15. For sales, set due at closing or on funding. For appraisals or inspections, collect upfront or due on delivery. State late fees, retainer rules, and rush fees. Always show due date and how to pay.

Add reimbursable costs as separate lines and attach receipts. Show deposits or retainers as their own items and subtract them from the final bill. For CAM, list the period, square footage basis, and reconciliation notes. Include any utility pass-throughs and keep a running balance.