The Ultimate Guide to Invoice Worksheets in AccuLynx

Estimated reading time: 5 minutes

Every roofing business has a different process for invoicing. Accuracy is crucial, which is why AccuLynx roofing software created the Invoice Worksheet to complement the Financial Worksheet to help you easily manage your payment collections process.

With the Invoice Worksheet in AccuLynx, roofing contractors can:

  • Eliminate double data entry by syncing their financial data with accounting programs like QuickBooks and Sage Intacct.
  • Streamline the invoice creation and management process.
  • Gain more visibility and control over their billing process.

The Invoice Worksheet in AccuLynx is designed to give you the flexibility you need when it comes to what you invoice, how your invoices look, how you request digital payments, and more. Here’s how you can use the Invoice Worksheets.

Job Activity in AccuLynx

Getting started with Invoice Worksheets

In order to use the Invoice Worksheet in AccuLynx, first we recommend setting up your Financial Worksheet for each job. You’ll find the Invoices tab in the Financial Worksheet section.

Read part one of this blog series: The Ultimate Guide to Financial Worksheets in AccuLynx

Creating invoices to request payment

Start by adding an Invoice to your worksheet. You will be given four ways to invoice your customers. Every invoice gets a name, date (when the billing process starts), and terms added. From there, you can be flexible.

  • Invoice in full: This will bring over the entire Financial Worksheet and allow you to invoice for everything all at once. You can edit or remove items as well.
  • Import from Financial Worksheet: This allows you to bring in different sections of the Financial Worksheet so you can invoice for smaller amounts of the grand total (Ex. invoice for materials, accessories, or labor, etc.). A drop down will appear that lets you easily select what you want to invoice for. Multiple items can be added.
  • Create invoice sequence: This breaks up the total approved job value into equal payments depending on how many invoices you would like created (Ex. break up a $18,000 job into three payments of $6,000).
  • Add an item: Type what you are invoicing for along with an assigned dollar value (Ex. downpayment for $10,000). You can add multiple sections with this option.

Regardless of the option(s) you choose, you must click save to see it appear in the “invoice total” box. Deleting an invoice will subtract the dollar amount from the invoice total and cannot be restored.

Preview your invoice

This feature enables you to easily view what your customer will see when they receive an invoice. From the preview, you can customize what information you want to appear like item descriptions or specific item values. You also have the option to preview your invoices during the invoice collection process to ensure every invoice looks exactly how you want.

Drop down for AccuLynx payment processing.

Collecting and processing payments

Once you have an invoice ready to go, you can send it off to your customer via email, or a “Pay Now” option. AccuLynx makes collecting and processing payments easy.

Collecting credit card or ACH payments with AccuPay

When you preview your invoice, you can then click “email payment request,” or “take a payment” which will take you to the settings on how you will process it. If you have AccuLynx’s AccuPay feature enabled, you will be able to collect debit, credit, or ACH payments. It’s important to note that the person who will be making the payment must be listed as an email recipient, as the AccuPay link is disabled when an email is forwarded. The field will auto populate with the primary contact on the job.

Lastly, if you click the three-dot menu, you can also click “email invoice” and preview it. This will email the invoice PDF to your customer.

Laptop with AccuLynx and QuickBooks logo to show the integration between the two.

Recording an invoice with QuickBooks or Sage Intacct

For QuickBooks and Sage Intacct integration users, you can click the green “record” button on the page to send the invoice and other job information to your accounting system and apply the payment when you receive it. Payments that are recorded in QuickBooks or Sage Intacct will automatically be reflected in AccuLynx. Non-integration users can record payments directly in the AccuLynx job file or manually enter any expenses.

As you send invoices and receive payment, it will be tracked in the “Financial Activity” section of the worksheet. With an accurate representation of your jobs’ accounts receivable and accounts payable, you can use AccuLynx’s reporting tools to always keep track of this data.

Invoice worksheets in AccuLynx

Start using Invoice Worksheets in AccuLynx today

AccuLynx makes the invoicing process simple with its easy-to-use worksheets. If you are interested in learning more about how to use each worksheet, or tips on how you can be using them more efficiently, schedule a demo today.

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