What it does?: Creates consistency for your invoices to keep branding and billing consistent.
Purpose: Set up default values to be used for all future invoices
Available On: Pro, Premium, & Elite Plan
Note: This feature is in beta, to sign up or learn more details, please reach out to your success manager.
Step one: Log onto the Roofr platform and click on Invoices
Step two: Select “Settings” at the top of your page
Step three: Here is where you set your optional invoice notes. Click edit to begin editing your default memo and default footer.
Note: When you set a default memo and footer, these will be automatically applied to all future invoices.
Step four: After you have set your default memo and footer, click “Save Edit” to save your changes.
Note: If you choose to leave either of these fields empty, they will be hidden from your customer’s invoice.
You can always update the memo and footer on an individual invoice. Learn more about creating individual invoices here.
Step five: Once your invoice settings look good to go, you are ready to create invoices!
We are constantly improving our offerings for invoicing and FinTech. Here’s a sneak peak at what’s coming next:
Learn how to create an invoice in the Roofr platform to properly bill your customers.
Learn how you and your team members can record and track payments within one system.