Security Deposit invoice template
Security Deposit invoice template is used by landlords and property managers to document the collection or return of a tenant’s security deposit. It can serve as a request for payment (move-in) or a statement of deductions and refund (move-out). Including amount, date, and itemized deductions (if any) supports compliance with state laws and reduces disputes.
Security Deposit invoice template Sample
Security Deposit invoice template
123 Business Street, City, Country
Phone: (123) 456-7890
Email: contact@company.com
Security Deposit invoice template
Bill To:
Client Name
Client Address
Client City, Country
Phone: (987) 654-3210
Email: client@example.com
Invoice #: 12345
Date: 2024-10-10
Due Date: 2024-11-10
| Item | Description | Qty | Price | Total |
|---|---|---|---|---|
| Service A | Itemized service or product | 1 | $100.00 | $100.00 |
| Service B | Additional line item | 2 | $50.00 | $100.00 |
| Subtotal | $200.00 | |||
| Tax (10%) | $20.00 | |||
| Total Due | $220.00 | |||
An invoice should include your business or name, the customer’s details, the date and invoice number, and a line-by-line breakdown of what was provided. Including payment terms—such as due on receipt, Net 15, or Net 30—helps you get paid on time and keeps records clear for taxes.
Supporting resources
| Resource | Type | Description |
|---|---|---|
| Security deposit limits | Government | Many states cap deposits at one or two months’ rent; some allow more for furnished units or based on credit. Check state landlord-tenant law. |
| Return timeline by state | Benchmark | California: typically 21–60 days; Texas: 30 days; other states vary. Itemized deductions and any refund must be provided within the statutory period. |
| Allowable deductions | Checklist | Unpaid rent, late fees, repairs for tenant-caused damage beyond wear and tear, and breach-of-lease charges. Document with photos and receipts; list each deduction on the invoice or statement. |
| Rocket Lawyer – Security Deposit Receipt | Industry guide | Receipt template for documenting deposit collection; some states require a written receipt, especially for cash. |
Frequently Asked Questions
- What is a security deposit invoice used for?
- Two uses: (1) to request and document payment of the security deposit at move-in, or (2) to itemize deductions and any refund at move-out. Both help with compliance and disputes.
- When must the landlord return the deposit?
- State law sets the deadline (often 21–60 days after move-out). The landlord must send an itemized statement of deductions and any refund within that time.
- What can a landlord deduct from a security deposit?
- Typically unpaid rent, late fees, repairs for damage beyond normal wear and tear, and sometimes lease-breach penalties. Deductions must be itemized and documented; rules vary by state.