Create an invoice in Roofgraf
It seems roofers always send an invoice once I deal is signed or when the job is completed.
We have had multiple requests to generate an invoice through Roofgraf (will add the concerned users once I've tracked them).
The invoice should include details on client's contact information, property address, payment schedule, unique reference number for the document itself... (I will add necessary items as I get more specific feedback)
10
votes
AdminGeorge Copsey
(Product manager, Enphase Energy )
shared this idea
You can now create an invoice from the Cost & Pricing Summary on the Job Details page.
This feature only works when SmartQuote templates applied, and will work best once you’ve captured an e-signature on your proposal!