Create Your Invoice

Overview Zuper makes invoicing easy for roofing companies. Create professional bills linked to your jobs, quotes, or properties. This guide covers converting proposals to invoices or building them from scratch after inspections, helping you bill accurately for materials, labor, and services. An invoice requests payment for your roofing work. It lists services such as inspections and replacements, materials like shingles and nails, labor costs, taxes, and discounts. Use invoices to track project revenue, manage material payments, and maintain accurate records with customers.

Navigation: Accounting —> Quotes —> More Actions —> Convert to Invoice

Select Accounting from the left navigation menu and select Quotes. . Select Accounting from the left navigation menu and select Quotes. .
On the quote details page, select More Actions > Convert to Invoice.
The Invoice creation page opens with the details prefilled from the quote. Review the invoice details and make edits as needed.
If the quote is linked to a job, the Set Up Invoice Line items dialog may appear. Select how to handle the quote’s line items, then select Proceed. For details, see Choose how quote line items carry over.
Select Save as Draft to save the invoice.
The invoice is created successfully. Select Send to email the invoice to the customer.
The customer receives the invoice by email and can proceed with the payment. The customer receives the invoice by email and can proceed with the payment. The customer receives the invoice by email and can proceed with the payment. The customer receives the invoice by email and can proceed with the payment. The customer receives the invoice by email and can proceed with the payment. The customer receives the invoice by email and can proceed with the payment. The customer receives the invoice by email and can proceed with the payment. The customer receives the invoice by email and can proceed with the payment.
For an offline payment, select More Actions > Record Payment on the quote details page.
Enter the payment details and select Mark as Paid.
The invoice payment is successful.

With Zuper’s intuitive invoicing tools, creating and managing bills for your roofing projects has never been simpler or more efficient. From converting accepted proposals to detailed breakdowns of shingles, underlayment, and labor costs, you will spend less time on paperwork and more time on what matters and delivering top-notch roofs that protect homes and build lasting customer trust.