Invoicing Guide

Turn Signed Quotes into Professional Invoices

This guide explains how to create and send invoices in MyRoofCRM. Invoices automatically pull information from your signed customer quotes, making the billing process quick, accurate, and professional.

Prerequisite: Get the Quote Signed First Invoices are generated from the line items and details of a signed quote. Ensure you have a project with a signed quote before creating an invoice.

1. Create an Invoice from a Signed Quote

Follow these steps to generate and finalize a customer invoice.

Steps:

  1. Open the project containing the signed quote.
  2. On the signed quote or report card, click the Create Invoice button.
  3. Edit the invoice details in the form that appears:
    • Invoice ID: Add your unique invoice number.
    • Invoice Date: Set the issue date.
    • Payment Due Date: Set the deadline for payment.
    • Line Items: Review and edit the items pulled from the quote as needed.
    • Discounts or Markups: Add any final price adjustments if required.
  4. Click Page Settings button at the top of the page to control what details (e.g., quantity, unit price, line total) are visible to the customer on the invoice. Toggle your preferences and click Save.
  5. When ready, click Preview Invoice button.
    • To Email the Invoice: Click Send Invoice button, add the customer's email address(es) (separate multiple with a comma), and click Send Invoice button.
    • To Download a PDF: Click the download icon in the PDF viewer to save a copy.