Estimate Receipt Template
Enter your business, customer, line items, tax and deposit, then download the estimate as a PDF or PNG.
EDITOR
Receipt details
Edit your receipt below, then download the same clean layout as PDF or PNG. Enter amounts and totals manually.
An estimate that doubles as a deposit receipt
An estimate, or quote, tells a customer what a job will cost before work starts. Accounting tools such as QuickBooks print it with the business details, an estimate number, the date and an expiration date, the customer's address, a table of dated products and services with quantity, rate and amount, the subtotal, sales tax and total, and Accepted By and Accepted Date lines. This estimate receipt adds a deposit block, so once the customer pays a deposit the same page shows the deposit received and the balance due on completion. It also works as a quote receipt or quotation receipt.
How to use this receipt
| Step | Details |
|---|---|
| 1 | Enter your business name, address, contact details and licence number, and add a logo. |
| 2 | Fill in the customer and job site, estimate number, date and expiration date. |
| 3 | List each product or service with date, description, tax flag, quantity, rate and amount. |
| 4 | Enter the subtotal, sales tax and total, then the deposit required, deposit received and balance. |
| 5 | Edit the message and terms and download the PDF or PNG for the customer to sign. |
FAQs
Is an estimate a receipt?
No. An estimate is a price offer; it becomes proof of payment only for the deposit recorded on it. Issue an invoice and receipt for the final payment.
What is the difference between an estimate and a pro forma invoice?
An estimate can change and expires on a set date; a pro forma invoice is a preliminary bill for goods, often for shipping or customs. See the proforma invoice template for that.
How long should an estimate be valid?
Commonly 30 days, because material prices change; put the expiration date on the estimate.
Are the example details real?
No. The business, licence number, customer, estimate number and check number are fictional; prices are typical.