Learn how to set up and use Roofr Invoices to create and send payment requests anytime, anywhere. Your customers can instantly access their invoices and settle up from any of their devices.
What you'll find on this page:
- How to create and a send a Roofr invoice
- How to manage payment schedules (BETA)
- How to manage your Roofr invoice settings
- How to move payments between invoices
How to create and send a Roofr Invoice
💡A customer must be assigned to this job before an invoice can be created.
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Create Invoice
From a Job Card
- Navigate to the invoices tab on a Job card
- Click ‘Create invoice’
From a Proposal
- Navigate to the invoices tab on a Job card
- Click ‘Create invoice’. Select the proposal you would like to create the invoice from, click ‘Continue’.
OR
- Navigate to the proposals tab on a Job card
- Click the ‘…’ options menu from the proposal you would like to create the invoice from, click ‘Create invoice’.
💡 Line items from the selected proposal will be imported and can be edited on the invoice
- Customize Invoice
- Add invoice due date.
- Review/Update billing customer.
- Edit and view/hide invoice line items.
- Add (optional) discount.
- Send Invoice
- Click Send
- Add ‘cc’ recipients if desired
- Enter a subject and body to the email
- Toggle on/off accepting online payments for this invoice
💡 Learn about Roofr Payments HERE
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Enter requested amount
- This can be entered as a dollar amount or a percentage of the total due
- Click Send Invoice
💡To modify a sent invoice (such as adding a discount), you'll need to cancel the original request, make your changes, and then resend the updated invoice.
How to manage payment schedules
🚧 Payment schedules are currently in BETA. To gain access, reach out to your Roofr account manager or support@roofr.com
- In your Roofr invoice, click Add payment request
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Set payment amount
- Amount can be set as a percentage, dollar amount or remainder
- Percentage is based on the original total, not the remainder
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Select the reason for payment (optional)
- Deposit, material delivery, completion or other
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Set a due date for the payment (optional)
- Due dates can be edited at any point before payment
- Your customer will receive the invoice with the full payment schedule
💡 Payment Schedule records and amounts update based on payment status and payment request type
How to manage invoice settings
- Navigate to the Invoices section of your Roofr dashboard
- Select the Settings Tab
Invoice starting number
- Click edit and enter any number greater than your current highest invoice numb
💡By default, your invoice number starts at 1. Entering a new starting number will affect any new invoices moving forward
Default memos and footers
- Add a default memo and/or footer that will appear on every invoice. You can choose to hide these on individual invoices
How to move payments between invoices
- Open the invoice from the job card
- Select the payment line on the invoice
- Click Reallocate
- Select the invoice you wish to move the payment to
- Click Save
💡 Both invoices must have the same customer
💡 The receiving invoice balance must equal or exceed the payment amount being reallocated
What's Next?
Learn how to set up and use supplier integrated pricing