Real Estate Invoice Template

Free Real Estate Agent Invoice Template

Invoice templates for estate agents covering property sales commission, lettings, property management fees, and independent agent services.

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What is a Real Estate Agent Real Estate Agent invoice?

An estate agent invoice records commission fees and service charges for assisting clients in buying, selling, or letting property. UK estate agents may work for a high street agency, an online agent, or as self-employed agents operating independently. For sales, fees are typically charged as a percentage of the sale price (0.75%–3% depending on the market and agent type), payable on completion of the transaction. UK estate agents operating under the National Association of Estate Agents (NAEA) or RICS must comply with professional standards and the Estate Agents Act 1979. All agents must hold Client Money Protection (CMP) insurance if they handle client money. Sole trader agents and small independent firms should use clear, professional invoices to maintain credibility with solicitors and conveyancers who handle the financial completion process.

What to include on a Real Estate Agent Real Estate Agent invoice

Common real estate agent invoice line items

Service Typical Rate Unit
Property sales commission (1.2% of sale price, example) 1.2 percent
Lettings introduction fee (one month's rent equivalent) 1 variable
Property management fee (monthly, % of rent) 10 percent/month
Tenancy setup and referencing 250 tenancy
Property valuation / market appraisal 150 visit
Energy Performance Certificate (EPC) arrangement 80 certificate
Professional photography package 150 property

How to invoice as a Real Estate Agent real estate agent

Estate agent commission for sales is typically payable on legal completion — the day the sale legally completes. Issue the invoice immediately on exchange of contracts, with payment due on completion day, so both solicitors and clients are prepared. For lettings, fees are usually due before or on the tenancy start date. Always confirm your fee agreement in writing before marketing a property. The agreement should specify the commission rate, VAT treatment, and the circumstances under which the fee is payable (e.g., if the vendor pulls out). Any additional service charges should be itemised on the invoice. For self-employed agents working under a brand umbrella (e.g., eXp, Keller Williams), confirm whether the invoice should be issued in your own name or under the brand, as different arrangements apply.

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Frequently asked questions

What commission do estate agents charge in the UK?
Sales commission typically ranges from 0.75% to 3% of the sale price plus VAT. Online agents may charge a fixed fee. Lettings introduction fees are commonly equivalent to 1–2 weeks rent.
Is estate agent commission subject to VAT?
Yes, at 20% if the agent is VAT-registered. Most established estate agencies are VAT-registered.
When is the commission due?
Sales commission is typically due on legal completion. Some agents charge on exchange. Confirm the trigger in your agency agreement.
Do estate agents need to be registered?
Yes. Estate agents in the UK must be registered with an approved redress scheme (The Property Ombudsman or Property Redress Scheme) under the Estate Agents Act 1979.
What is an anti-money laundering obligation?
Estate agents must carry out AML checks on clients and maintain records. This is a legal requirement under the Money Laundering Regulations.
Can I use this template for free?
Yes. Tidybill's free plan lets you create up to 5 invoices per month at no cost, with no credit card required. You can use the Real Estate Agent invoice template straight away after signing up.