Watch the full walkthrough — then follow the steps below.
From the pipeline, open the job you want to invoice. If the job came from a signed proposal, the contract total and payment schedule are already on the card.
Deposit (typically 10–30% at signing), progress (e.g. at tear-off), or final (at completion). Pick the one you're sending — the amounts are pre-filled from the proposal's payment schedule but stay editable.
For change-orders or out-of-scope work, click "Add Line". Each line gets a description, quantity, and unit price. Tax is auto-calculated based on the job's province/state.
Roof Manager supports Square card payments and direct e-transfer. Toggle which methods the customer sees. We recommend leaving both on — 18% of homeowners pick e-transfer and 12% prefer credit card for the points.
Click "Send Invoice". The customer gets a branded email with a one-click payment link. You can also send via SMS from the same screen.
The invoice card shows "Sent → Viewed → Paid". You get a notification the moment payment lands, and the job card updates automatically so your books stay in sync. Overdue invoices trigger polite reminder emails on day 7, 14, and 30 unless you turn them off.