Create and send an invoice on the Roc Services mobile app

Roc Services mobile app

Table of Contents

Step 1: Add items to the invoice Add a Quick Item Add a catalog item Step 2: Assign a customer to the invoice Step 3: Add a net term Step 4: Send the invoice

Use the Roc Services mobile app to create and send an invoice to a customer to request a payment by card or bank transfer.

Before you create an invoice, you must create a net term on the Roc Services web portal. A net term specifies the number of days the customer has to pay the invoice. For more information about how to add a net term, go to Add a predefined net term in Roc Services.

To create and send an invoice, complete the following steps:

Add items to the invoice.
Assign a customer to the invoice.
Add a net term.
Send the invoice.

Step 1: Add items to the invoice

When you create an invoice, you can add one or more items. There are two types of items that you can add:

Quick Item - An item that you create and add to the invoice.
Catalog item - A commonly sold item in your catalog that you can reuse across multiple invoices.

Note: Before you add a catalog item to the invoice, you must create a category and add the item to the category. For more information about how to set up your catalog, go to Set up your catalog on the Roc Services mobile app.

Add a Quick Item

For each item that you want to add, complete the following steps:

From the Charge screen, use the keypad to enter the dollar amount that you want to charge the customer.
Select +.
Select Charge.
Select Generate Invoice.

Add a catalog item

For each catalog item that you want to add to the invoice, complete the following steps:

Select, and then select Catalog.
Select the category that contains the item.
Select the item to add it to the invoice.
Select [invoice icon].
Select Charge.
Select Generate Invoice.

Step 2: Assign a customer to the invoice

Assign a customer to the invoice:

To select an existing customer, from the list of customers, select the customer that you want to create an invoice for.
To add a new customer, complete the following steps:
1. Select + NEW.
2. Enter the customer's details.
3. Select Add Customer.

Step 3: Add a net term

On the Select Net Terms screen, select the number of days the customer has to pay the invoice.
On the confirmation screen, select Yes.

Step 4: Send the invoice

Choose how you want to send the invoice:

To create a link that you can share with your customer, select Share.
To email the invoice to a customer, complete the following steps:
1. Select Email.
2. Enter the customer's email.
3. Select Send Email.
To send the invoice to a customer by SMS, complete the following steps:
1. Select SMS.
2. Enter the customer's phone number.
3. Select Send SMS.