Invoicing & Payments
How to bill deposits and balances in RidgeSync, send an invoice by text or email, record payments, void a bill sent in error, and see what is still outstanding.
Create and send an invoice
How to invoice a roofing customer — raise the deposit and the balance from the job, add line items and dates, then email, text or print the invoice.
4 min3 steps
Bill someone other than the customer
How to send a roofing invoice to a landlord, property manager or spouse instead of the homeowner — still at the job address, with whose roof it was shown.
2 min3 steps
Void an invoice
How to cancel an invoice that should never have gone out — voiding keeps the number so there is no gap, and drops it from Outstanding and Collected.
2 min3 steps
Record payments & track paid vs. owed
How to record a check, cash, card or ACH payment against a roofing invoice, and see who still owes you money and how much is out across every job.
3 min3 steps
AI payment reminders
How to chase an overdue roofing balance without writing it yourself — AI drafts a polite reminder with the amount and the invoice link, ready to send.
2 min3 steps