Streamline your invoicing and payment workflows by allowing customers to provide payment easily and securely.
Integrated Credit Card and ACH processing for US based merchants.
Process payments in-person through the Roofr application.
Email payment requests to customers to process through their personal devices.
Prerequisites: You must be a Roofr Payments user - Learn how to apply
Before you begin: Learn how to manage Roofr Payments platform fees
đĄ Once your application is approved and you've configured your payment settings, invoices will automatically include ACH and/or credit card payment options for your customers.
How to use Roofr Payments
đ¤ How to request payments via email
1) Sending the invoice
In a Roofr invoice that is not in draft status, click âSendâ.
Create a subject and message from scratch or use a template.
Click âSend Invoiceâ.
đĄTo modify a sent invoice (such as adding a discount), you'll need to cancel the original request, make your changes, and then resend the updated invoice.
2) Paying the invoice
Your customers will receive an email with a link to âView invoice & payâ.
If you have allowed both payment options, they will be able to choose between âbank transferâ and âcredit cardâ.
Any platform fees you chose to pass on to your customers will be visible in the payment summary.
Customers will enter their information and click âProcessâ.
đĄ You can track the individual funding status of each transaction by viewing them on your Roofr payments dashboard.
đ¤ How to accept payments in-person
1) Preparing to accept payment
In a Roofr invoice that is not in draft status, click the ââŚâ options menu.
Select âCreate paymentâ.
Choose âCollect payment nowâ.
2) Accepting payment
Select if you would like to accept credit card or ACH payment.
Enter the payment amount requested (amount can be anything up to the total balance due).
Enter customer details and read the customer statement.
Click âProcessâ.
Wondering when youâll get paid?
Learn more about funding and timelines HERE
For payment questions relating to:
Application status
Underwriting requests and documentation
Payment status
Funding status
Contact our payment support: âď¸ 855-666-7354 đ¤ [email protected]
For Roofr account questions or help using our platform to create invoices or payments, email us: [email protected]