Using JBR tech solution Invoice generator software for the generation of roofing invoices for roofing companies.

The JBR Tech solution Software for generating invoices for the purpose of roofing estimations was designed using Netbeans with Java programming language. This software seeks to assist users with inputting measurements, customer details and any other work charges that it comes along with. These inputs are being used to generate a printable invoice or what we call an estimate for the client.

I am going to show you how this system works as a user. The following steps can guide you to get started.

   STEP 1.  Click on the 'Generate invoice' Tab to display the invoice generation page.        On the invoice page, there are sections where the user needs to provide information related to the customer, monetary charge, material information or details, edit and update rows and buttons available to take action.



STEP 2. Provide clients basic information. 

On the left top corner of the invoice generation page, the user needs to provide basic information or details of the client. These details are as follows; 

    •  Full Name i.e full name of the customer
    • Contact i.e Contact number to get back to client on.
    • Address i.e home, site, work address where client can be located or materials can be transported to.
    • VAT Registration number i.e the roofing company's registered vat number 


    All of the information provided would be displayed on the invoice as well as saved on the database for future reference.

  1. STEP 3. Provide measurements for each material.

  1.  On this section, we have a drop down with list of materials updated or created by the user. We also have a text field that accepts Length and Quantity of each material. There is another drop-down listing unit prices to be selected by the user during input of each material measurements.

    Finally, we have an ADD button to be clicked after every single material input. When this is done, the row/records are created for each type of material as seen in the image below.


  2. STEP 4.  Provide other basic charges. 

    Also, we have a section where we can input some other values to help generate the invoice. These fields must not be empty so therefore they are either a '0' or a value. The 'Date field' is automatically filled by the software based on the system's date stamp.

    We have 'Other charges' field which accepts extra charges on the invoice request. it could thing apart from the other listed fields.

    The T&T text field would accept transportation fees from the user. To be paid by the customer this is always based on the distance between the material's station and the destination.

    Also, customers can be given a discount offer based on the company's sales strategy. The discount is officer in percentage %. Discount % field must have a value, '0' for no discount or a value.

    Lastly, the INSTALLATION FEE can be optional, and is based on the choice of the client or customer to opt for installation from the material company. So, if it happens that the customer includes installation to the package, the field must be provided.


  3. STEP 5. Check and describe materials before the final step.

     Now, check for any needed update and do so by editing the row/records before generating the invoice. Also count the number of roofing sheet material inputted and record the value at Aluzinc Row # required text field. From the Aluzinc Desc required text field, input the description of the roofing sheet material i.e the thickness of the material type.

     

  4. STEP 6. Click on 'View invoice' to display a printable invoice page.

     Moreover, we have the action buttons to perform for the final results. these buttons are;

    VIEW INV : use this button to view the sample invoice and check for accuracy.

    SAVE: Use this button to view, print and save the details to the database after everything is accurate at 'view inv"

    DELETE ROW: We can delete each row in case we do not need it any more

    RESET: Use this to reset the jtable values for a new input.

    UPDATE ROW: The user can use this to update edited records from the table.

     


     

     

     

     In Conclusion; This invoice software is simple to use and this is just the first tab or page out of many that we can learn the usage. To support this, we have a supporting video on youtube and it can be found below this text. Visit the video and achieve a more practical tutorial on the use of the Generate invoice page.


Thank you for reading.

 


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