How to Manage Your Invoice Settings

Overview

By default, invoices in Roofr start at 00001 and increase sequentially. If you're transitioning from another invoicing tool, updating your starting number ensures consistency. You can also set default memos and footers to save time and maintain a professional look on all invoices.

By the end of this guide, you'll know how to update your invoice starting number and set default memos and footers to streamline your invoicing process.

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Prefer a video tutorial? Check out this video here:

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Updating your invoice starting number

Step 1: Access invoice settings

1. Log into Roofr and click on Invoices in the main menu.
2. Select Settings at the top of the page.

Step 2: Update the starting invoice number

3. Click Edit next to Invoice Starting Number.
4. Enter your new starting invoice number.
5. Click Save.

Your next invoice will now use the new starting number!

Important Note:

• Your starting number must be higher than your current highest invoice number.
  • Example: If you’ve created 50 invoices, your new starting number must be 51 or higher to prevent duplicates.

Setting default memos and footers

Step 1: Navigate to invoice default notes

1. While in Invoice Settings, scroll down to the Invoice Default Notes section.

Step 2: Edit memo and footer

2. Click Edit to customize your Default Memo and Default Footer.
   • These fields will automatically apply to all future invoices.
   • If you leave them blank, they won’t appear on your invoices.
3. Click Save Edit to confirm your changes.

Pro Tip:

• You can override the default memo and footer for individual invoices anytime. Learn how to customize individual invoices here.

FAQs

Can I change my invoice starting number multiple times?

Yes, but each new number must be higher than your current highest invoice number.

What happens if I leave the memo or footer blank?

If left blank, they won’t appear on customer invoices.

Can I edit the memo and footer for a single invoice?

Absolutely! Just update the fields directly when creating or editing an invoice.

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