Before you begin: Make sure that you have the following information about you and your business ready
Legal Business Name
Business EIN
Business start date
Supporting documents (Personal ID, Company ID, Void Check, Bank Statement or Bank Letter)
See the full list of required documentation here
Preview a copy of the Payabli application here
How to apply for Roofr Payments
Open the application
Navigate to the Integrations section of your Roofr Dashboard
Click Sign up in the Roofr payments section
Complete the Payabli application
💡 Payabli is our payment processing partner and they are legally required to do their due diligence to understand what kind of services are being offered for payment.
Business details (Know your business)
All fields, including a website, are required to confirm that the application is being done for a legitimate business
Ownership and Contacts (Know your customer)
Be sure to include your full name and details (ie: Michael, not ‘Mike’)
When entering in your company title, do not include any punctuation (ie: CEO not C.E.O.)
Under ‘Contact Information’ add the person who should be contacted about this application (ie: the office manager). If it is the main applicant, click Copy Info from owner #1
Processing Information (Risk profile)
This section is the most important to fill out accurately to ensure long-term success with Roofr Payments. Be as accurate and honest as possible to avoid limit and documentation issues.
Average Monthly Volume: Include your monthly expected income from ACH and Credit transactions. (ie: 5 x $20K jobs on average = $100k) Do not include amounts that you expect to continue receiving via other means, like checks.
Average Transaction Amount: Include the average amount you receive per each individual transaction. If your average job is $20k but your company policy is to take 50% deposit then your average transaction amount would be $10k.
High Transaction Amount: This is the highest transaction amount that you would expect to receive. (ie: large full job paid in one lump sum)
For these numbers, err on the side of upper estimates as Payabli uses these as soft-limits. This helps them proactively flag any fraudulent or suspicious activity on your account and protect you against chargebacks or returns.
Services and Pricing
Review the pricing and fees for ACH and credit card processing. No additional action needed on this page
Banking and Documents
Be sure to include the banking information aligned with your business to avoid slowing the application process
Deposit Account: Where Payabli will deposit the funds
Withdrawal Account: Where Payabli will withdraw any processing fees, including ACH returns or chargebacks
Supporting Documents: You must include a voided check AND owner ID
💡Payabli may request additional documents after your application is submitted. See additional documentation requirements and reasons here
Authorized Signer Information
Fill out your personal details
You must view the Payabli Terms and Conditions before signing
E-sign the application to submit
What's happens after I've submitted the application?
💡Payabli will perform an underwriting review of your application. You will receive a notification when you are approved. Or, you may receive requests for additional information to the contact person indicated in the application.
For payment questions relating to:
Application status
Underwriting requests and documentation
Payment status
Funding status
Contact our payment support: ☎️ 855-666-7354 📤 [email protected]
What's Next?