Access SRS Invoices in Roof Hub and Billtrust
SRS invoices can sit within two related workflows: the job and order history in Roof Hub, and the accounting records in Billtrust Invoice Gateway. Use the route that matches the missing document, then confirm the customer and job scope before filing it.
SRS's Roof Hub page and Invoices & Bill Pay page provide the public basis for this guide, checked on November 9, 2026. No customer-account download or BrowserAct SRS collector was tested here.
- 1Roof Hub includes invoice, order and delivery-document history.
- 2SRS separately links its Billtrust Invoice Gateway for accounting access.
- 3Invoice API data does not establish delivery of an original PDF.
Use Roof Hub when the request starts with a job
Roof Hub groups invoice history with open and past order history and other project documents. It is the useful starting point when a contractor's finance request begins with a job, purchase or delivery reference.
Use the Roof Hub login linked by SRS. Confirm which customer account and job the user can access before deciding a record is missing. A jobsite delivery document visible to one user does not establish that all billing documents are available under that same permission scope.
The native route is:
- Sign in to the authorized Roof Hub account.
- Locate the relevant job or order context.
- Find the available Invoice History or associated invoice record.
- Check the account, order and invoice identifiers.
- Use the current account's offered document-viewing or saving control.
- Reopen the saved artifact and verify its document type.
The public product page confirms invoice history, but it does not document a universal Download All button, PDF batch limit or exact filter sequence. Do not build a tutorial around those unverified controls.
Use Billtrust when the request starts with billing history
SRS's current resources navigation includes Invoices & Bill Pay, which links a secure Invoice Gateway operated through Billtrust. This is the official route to use when the business's accounting records are handled in that gateway.
Follow the supplier-specific gateway link rather than a generic Billtrust login found elsewhere. Then confirm the customer account and the document or period the accountant requested.
Locate the invoice using the facilities available in that gateway and save the record through its offered control. The public SRS page establishes the destination, not a complete current Billtrust document-download walkthrough. Exact filters and file behavior therefore need to be checked in the authorized account.
The page also describes paper-bill notification preferences. Changing those settings is not part of retrieving an existing invoice. Keep collection separate from payment, notification and account-administration actions.
Keep the job documents and billing record distinct
Roof Hub's value is that several related documents can be available together. That also makes it easy to collect the wrong artifact if the request only says “get the paperwork.”
Artifact | What it supports | What it cannot establish alone |
Supplier invoice | The billed purchase and its identifiers | That all requested jobs or periods are covered |
Order confirmation | The purchase/order context | Possession of the invoice document |
Delivery document or photo | Delivery review and jobsite questions | The supplier's billed amount and invoice record |
Invoice API data | Programmatic totals, taxes and charges | Receipt of the original invoice PDF |
If the finance team needs both a billing document and delivery proof, track two deliverables. Saving one should not automatically close the other.
Check the invoice API before rebuilding a data feed
SRS publishes an Invoices API guide through its Integration Partner Services documentation. It describes retrieving sales-order invoice information, including totals, taxes and charges.
That is relevant when the actual requirement is moving invoice data into a business system. It is not proof that the API supplies supplier-original PDF files. A structured response containing the correct invoice number does not establish that the document archive is complete.
An existing approved integration may already solve the data-entry portion of the task. Confirm account coverage and output before replacing it. If document collection remains necessary, define that as a separate gap rather than assuming the API and browser job must perform the same work.
Diagnose missing records by customer and job scope
Start with the route: Roof Hub for the job/order context, or the supplier's Billtrust gateway for the accounting history. Then check the customer account and the period or invoice reference.
If a job is visible but the required invoice is not, preserve that distinction for the account owner or support team. A permissions issue, a not-yet-listed invoice and a failed save require different follow-up.
For recurring collection, keep a register with customer account, job/order reference, invoice identifier, document type, retrieval status and archive location. Reopen saved files and compare those identifiers with the request. On a second run, return only to unresolved documents and retain the history of supplier corrections.
Evaluate a repeatable collector only after the native route works
BrowserAct provides reusable Cloud Bots for allowed browser tasks. An SRS collector still needs its actual account access, document retrieval and repeat-run behavior tested. This guide does not supply a validated Roof Hub or Billtrust template.
The vendor-portal collection guide explains the expected-file checklist. The CLI, MCP and Cloud guide helps technical teams choose an execution route for a verified task.
Begin with the supplier's native facilities for SRS invoices, then review BrowserAct's workflow options for the recurring document work that remains.
Frequently Asked Questions
Can I access SRS invoices through Roof Hub?
SRS's current Roof Hub page lists invoice history alongside order and delivery documents. Availability follows the authorized customer and job scope.
Where is the SRS Billtrust login?
Follow the secure Invoice Gateway link on SRS's official Invoices & Bill Pay page so you reach the supplier-specific gateway.
Does the SRS invoice API return original PDFs?
The public guide checked here describes invoice data such as totals, taxes and charges. It does not establish original-PDF delivery.
Is a tested SRS collector included?
No. Current account access, the actual document-save path and repeat-run behavior still need validation before a portal-specific collector is described as tested.
