Importing Invoices
When an invoice moves into a ready to send status, we’ll automatically import that value into job costing under Actual Gross Revenue, so you don’t have to lift a finger!
Here’s how it works:
Any invoice in a ready to send, pending payment, partial payment, paid, or past due status will appear in job costing
Draft and void invoices do not appear in job costing. This means if you had an invoice represented on job costing, then void that invoice, the gross revenue will be adjusted accordingly.
We use the Invoice’s Subtotal as the actual gross revenue because the total and balance due includes discounts, but more importantly, taxes. Remember that taxes in Roofr are currently sales taxes and should not be considered as revenue.
Once an invoice is added to job costing, it cannot be removed.
Importing Material Orders
When a material order moves into a sent status, we’ll automatically import the total into job costing under Direct Costs, Material.
Here’s how it works:
A Material Order in a sent, confirmed, delivered, or rejected status will appear as a direct cost line item
We only import from sent onwards, as we want line items and their respective costs to be finalized
Material Orders cannot be removed from job costing once sent. However, you may choose to exclude the material order from your direct costs if it no longer becomes relevant
What's Next?