How to Set Up Line Items for Your Invoices

Creating standard invoice line items saves time by providing frequently used billing items that you don't have to retype for each invoice.

Accessing Invoice Line Items

1. Go to Settings
2. Scroll to the bottom and click Invoicing
3. Select Invoicing Details
4. Find the Invoice Line Items section

Creating Line Items

Add Standard Payment Types:

• Down payment - for initial project payments
• Final payment - for project completion billing
• Progress payment - for milestone-based billing

Add Specific Products:

• Product names like "CertainTeed Landmark System"
• Service descriptions that match your business offerings

Customizing Line Items

Adding Descriptions:

• Include optional descriptions for clarity
• Provide additional details about products or services
• Help customers understand what they're being charged for

Organizing Your List:

• Reorder items using the arrow icons
• Arrange by frequency of use for efficiency
• Click Save when finished making changes

Creating Invoices with Line Items

Once your line items are set up:

1. Go to a sold estimate and access the job page
2. Click the forward arrow to enter closeout
3. Select from your pre-configured line items instead of typing manually
4. Enter quantities and amounts (like 1 x $1,000 for down payment)
5. Save the invoice when complete

Invoice Actions

After creating your invoice:

• Create a PDF for your records
• Email directly to the customer from within Roof Chief
• Track payment status and project billing progress

Benefits

Standard line items ensure consistency in your billing descriptions, reduce typing errors, speed up the invoicing process, and provide professional, clear communication to customers about what services or products they're being charged for.