Free real estate invoice and estimate templatesKeep every property
service clear from first
visit to final receipt.

Your business name and contact details, the client, an invoice number and date, the property or job it covers, a line for each service with hours or quantity and rate, the total in USD, and how you would like to be paid.

Yes. Start with the estimate template, list the services you expect to provide with their rates, and send it before the work. When the client agrees, open the same lines as an invoice so the price billed is the price quoted.

Yes. Type your business name, address, license or brokerage line, email and phone into the document, and add your logo. Nothing is sent anywhere until you choose to download, save or share it, and your draft stays in this browser.

Yes. After the client pays, make a receipt with the receipt maker or the receipt templates, showing the service, the amount paid, the date and the payment method, so both of you have a record.

The property address and MLS or file number, the agreement the fee comes from, and each charge with its basis: commission as a rate times the price, flat marketing or coordination fees, and any brokerage transaction fee. Add the closing date and escrow number when the invoice goes to a title company.

It depends on what the package includes: professional photos, video or a virtual tour, floor plans, staging, print, signs and paid listing promotion, plus the size and price point of the property and your local market. The generator opens that line at $600 so the page is not empty; enter the price you agreed with the seller.

Commission goes on its own line as the rate applied to the sale price, with both figures shown. Marketing, photography and staging go on separate lines at their agreed amounts. If the agreement credits marketing against commission at closing, show the gross commission, the credit and the net figure rather than a single number, so the settlement statement and the invoice agree.

On a sale, usually at closing out of the proceeds, and to the brokerage rather than the individual agent, who is then paid by the broker under their own agreement. Send the commission request to the title or escrow company before closing so the amount is on the settlement statement. Services that do not depend on a sale can be invoiced as an advance payment or on delivery.

Check the commission request reached the title or escrow company in time and matched the agreement, since a missed or mismatched request is a common cause. After that, your leverage is the written listing or buyer agreement, and the claim usually belongs to the broker, not the agent. Some states give brokers lien rights for commercial commissions, and many local associations offer arbitration, so talk to your broker first.

In most states, real estate commissions are not subject to sales tax, but a few states with a broad tax on services or gross receipts do include them. Items such as signs, printing or staging furniture can be treated differently from your services. Put commission, services and goods on separate lines and check your state's rules.

Monthly, per property, usually as a percentage of rent collected or a flat fee, with leasing, lease renewal and maintenance coordination fees on separate lines. Owners want to see rent collected, your fee and any repairs paid, so send an owner statement alongside. A recurring invoice keeps the monthly fee and service period advancing without retyping.