Professional documents
Create and send clear quotes and invoices from the customer record.
← All features$FROM APPROVED TO PAID.
Make getting paid feel simple for everyone.
Create professional documents, give customers an easy way to pay and keep outstanding balances moving with automated reminders.
app.brandroof.com.au
BRANDROOF / PAYMENTS & INVOICES
Payments & Invoices
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Live and connectedWorking across your customer journey
● ACTIVE1
CreateBuild a quote or invoice using saved customer details.
✓2
SendDeliver it through a connected customer conversation.
✓3
TrackMonitor status and trigger reminders when action is due.
✓BUILT FOR BETTER MOMENTUMMore progress.
More progress.
Less busywork.
Easy payment
Give customers a straightforward path from approval to payment.
Automatic reminders
Follow up on outstanding invoices without awkward manual chasing.
HOW IT WORKSSimple to set up.
Simple to set up.
Powerful in action.
Brandroof brings the moving parts together so your team can spend less time managing tools and more time growing the business.
STEP 1
Create
Build a quote or invoice using saved customer details.
STEP 2
Send
Deliver it through a connected customer conversation.
STEP 3
Track
Monitor status and trigger reminders when action is due.
PAYMENTS AND INVOICINGPart of your connected Brandroof platform
One customer viewEvery interaction stays connected
Built around your workflowPractical tools for growing businesses
EXPLORE THE EXPERIENCESee how Payments & Invoices
See how Payments & Invoices
works in real life.
Create professional documents, give customers an easy way to pay and keep outstanding balances moving with automated reminders. Choose a customer moment and explore what happens next.
Invoices and payment centreEXAMPLE DATA
JS
Jordan SmithNew website enquiry · Melbourne
● Active✓
Invoice createdCustomer activity recorded
Ready○
Payment link sentRelevant details connected
Next○
Status updatedNext action ready for your team
NextInteractive example using sample customer data.
MORE THAN A SINGLE FEATUREEverything you need
Everything you need
to make it work.
Payments & Invoices works best when the details, people and next steps are connected. Explore the practical capabilities that support your team every day.
Professional customer invoices
Create clear payment requests connected to customer information, making it easier for the customer to understand what they are paying for.
Included in your connected platform →Connected payment conversations
Keep invoice activity within the broader customer journey rather than sending your team between disconnected systems.
Included in your connected platform →Automatic payment reminders
Organise appropriate follow-up when an invoice still needs attention, reducing awkward manual chasing for your staff.
Included in your connected platform →Customer-linked payment history
See the relevant customer details and service context when reviewing invoices, payments and follow-up activity.
Included in your connected platform →A clearer path to payment
Give customers a straightforward next step and help the business track whether the request has moved forward.
Included in your connected platform →After-payment workflows
Connect completed payments with useful follow-up actions such as customer communication, service updates or a timely review request.
Included in your connected platform →MADE FOR REAL BUSINESSESDifferent businesses.
Different businesses.
One clearer journey.
Explore practical ways Payments & Invoices can support the customer moments that matter.
EXAMPLE SCENARIO · BRIGHT WATER FILTRATION
Installation invoice
The customer challenge
A completed installation needs a clear invoice and payment follow-up.
How Payments & Invoices helps
See this for your business →Create the invoice from the customer record and send a practical payment request.
YOUR CONNECTED CUSTOMER JOURNEYA more organised
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A more organised
next step.
The team can review the customer, service and payment status in one connected journey.
Customer context connected
FOLLOW THE CUSTOMER JOURNEYEvery moving part.
Every moving part.
Working together.
Select a step to see how Payments & Invoices supports a clear, connected customer experience from the initial moment to the next action.
A customer takes action
Website enquiry creates a clear starting point in Payments & Invoices.
Connected to your Brandroof customer record
EXPLORE THE OPPORTUNITYWhat could a clearer
What could a clearer
process uncover?
Adjust the example inputs to see how many customer moments may not currently have a consistent process. This is an illustrative planning tool, not a performance prediction.
customer moments without
a consistent process
Out of 120 monthly monthly invoices, around 78 are already covered by the process you selected.
65% currently covered · 35% worth reviewingExplore your customer journey →
BETTER AS ONE PLATFORMPayments & Invoices is only
Payments & Invoices is only
the beginning.
Connect this feature with the rest of Brandroof to create a smoother experience for your customers and a clearer process for your team.
QUESTIONS, ANSWEREDEverything you want
Everything you want
to know.
Practical answers to common questions about using Payments & Invoices in your business.
Ask the Brandroof team →Can I send invoices from a customer record?+
Keeping invoicing connected to the customer record makes it easier to prepare the request with the relevant contact and service context.
Can unpaid invoices receive reminders?+
Payment journeys can include practical follow-up around outstanding requests so your team spends less time manually checking and chasing.
Can payment activity connect with other workflows?+
A recorded payment can become a useful customer-journey milestone for follow-up actions, account updates or a carefully timed feedback request.
Will my team be able to see payment progress?+
A connected payment workflow gives your team a clearer view of customer communication, request status and the next relevant action.
How do I get started with Payments & Invoices?+
Book a Brandroof demo and explain how your business currently handles monthly invoices. The team can help you explore a setup that suits your services, customer journey and existing priorities.
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See Payments & Invoices in action →Payments & InvoicesCreate and send clear quotes and invoices from the customer record.
Put Payments & Invoices
to work today.
See how Brandroof can connect your customer journey, automate the repetitive work and help your team grow.
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