How to create and send a Roofr Invoice

💡A customer must be assigned to this job before an invoice can be created.

1) 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’.

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

2) Customize Invoice

Add invoice due date.
Review/Update billing customer.
Edit and view/hide invoice line items.
Add (optional) discount.

3) 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

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
Set payment amount
- Amount can be set as a percentage, dollar amount or remainder
- Percentage is based on the original total, not the remainder
Select the reason for payment (optional)
- Deposit, material delivery, completion or other
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

How to manage Roofr Invoices

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