Why real estate professionals should send beautiful invoices
Whether your real estate expertise is in houses, condos, or office buildings, you know each client is looking for something different and requires personalized service. That means you need an invoice that's flexible enough to capture everything you put into closing the deal — including staging and photography.
In addition, your success relies directly on your image and reputation, so make sure your invoice reflects your professionalism as well as your unique brand.
A clear, polished invoice is a critical touchpoint with your clients. It’s part of the overall customer service you provide, and an important part of whether your clients will refer you on to family and friends.
- Look through our selection of specially designed real estate invoice templates, and download the template you like in the format you use: Word, Excel, PDF, Google Docs, or Google Sheets. It’s free!
- Add your business name and contact information. If you specialize in a particular area, such as commercial real estate or condominiums, display your specialty here
- Insert your logo and website, along with any other professional awards or accolades
- Insert the name of your client and their contact information
- Add a unique invoice number
- Include the complete sale information, including the full address of the property, the sale price, and your sales commission
- If appropriate, list any other services you're charging for, such as staging and real estate listing photography. You can easily add lines to customize the invoice format to include any required information
- Calculate your total fee, including applicable tax, and enter the total at the bottom of the invoice
- Include your payment terms, including the methods of payment you accept, and the payment due date
- Buying a house is an important moment in a person’s life, especially if it is their first home, so it’s always nice to add a personal line to thank your client for their business, and to wish them happiness in their new home
- Save a copy of the invoice for your records, and give a copy to your happy client!
When is the right time to send a real estate invoice?
Most real estate professionals invoice their clients as soon as possible after the deal is closed. If you're charging for services such as staging, painting, or other general repairs, you might want to invoice for these when the work is completed, instead of waiting for the final sale.
After all, you need to keep your costs covered while working for your clients.
Handy invoicing tips for real estate professionals
Include all the relevant details
Your real estate invoice should be clear and easy to read, but it also needs to include all the relevant details about your commission, as well as any other services you are charging the client. You don’t want any misunderstandings to get in the way of you being paid.
Accept a variety of payment methods
Everyone appreciates flexibility in how they pay for goods and services and your real estate services should be no exception. Add electronic options such as e-transfers and online payment methods to the types of payment you accept.
Keep a record with numbered invoices
Numbered invoices help you keep track of how much money is coming into your pocket. An organized system will also help you at tax time, give you insight into your current financial situation, and help you compare your year-over-year performance.
Always include a ‘payment due’ date
Always clearly indicate when you expect payment without sounding too aggressive. You helped your clients with an important transaction, so you deserve to get paid within a reasonable amount of time.