What a window and door receipt is for
Between the deposit and install day there can be weeks of waiting on the factory. A receipt that names the units ordered, the deposit paid and the expected install window answers the call before it comes. The final receipt goes in the house file, and buyers ask how old the windows are.
What to put on a window and door receipt
- Payment amount, the day it arrived and the method.
- Units ordered or installed.
- Whether it is the deposit or the final.
- Balance due on install day.
A worked example
The owner paid the deposit to order ten windows and a door. Enter it in Amount received.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Replacement window, insert install | 10 | each | Your price |
| Entry door, prehung | 1 | each | Your price |
Note the date the order was placed. Lead times count from there.
Line items window and door installers use
| Line item | Unit | How to write it |
|---|---|---|
| Replacement window, insert install | each | Size, frame material, glass package and grid. |
| Replacement window, full frame | each | Tear-out to the rough opening; new trim inside and out. |
| Entry door, prehung | each | Slab material, glass, sidelites and hardware. |
| Storm door | each | Style and closer. |
| Sliding patio door | each | Width, panels and screen. |
| Interior door, prehung | each | Swing and casing. |
| Exterior capping, aluminum | each | Per opening; color to match. |
| Interior trim and stool | each | Per opening; paint or stain grade. |
| Sill and frame rot repair | ft | Priced if found when the old unit comes out. |
| Egress window and well | each | Cutting, well and code requirements; permit. |
| Disposal of old units | each | Per opening. |
| Permit | each | Where the town requires one. |
Terms and deposit language for window and door
- Deposit. A deposit at signing pays for the units, which are made to the measured size and cannot be returned. Check your state's limits on home improvement deposits.
- Payment. Balance due on install day once every opening is finished and the owner has opened and locked each unit.
- Warranty. The manufacturer warrants the units. You warrant the install: leaks at the opening and operation problems caused by how it was set. Say for how long.
- Lead times run from the order date, not the signing date, and are set by the manufacturer.
- Rot found when an old unit comes out is repaired at the per foot price on this estimate, with photos.
- Blinds, curtains and alarm sensors on old units are the owner's to remove and reinstall unless listed.
How to fill it in
- Fill in who paid and which job or invoice the payment is for.
- Check the lines; they show what the payment covers.
- Pick how they paid and add the check or reference number.
- Type the amount received, or leave it blank when it pays the whole total.
- Print it, download it, or hand it over as a PDF.
Free tools for window and door
The same receipt for other trades: appliance repair, auto detailing, carpentry, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, deck, drywall, duct cleaning, electrical, fence, flooring, garage door, general contractor, glass, gutter, handyman, holiday lighting, home inspection, hood cleaning, hvac, insulation, irrigation, junk removal, landscaping, lawn care, locksmith, masonry, moving, painting, pest control, plumbing, pool service, pressure washing, property maintenance, remodeling, restoration, roofing, security system, septic, siding, snow removal, solar, tile, tree service, water treatment, waterproofing, window cleaning.
More for window and door installers: how window and door installers run on Koira.