Getting Paid
Payments, invoicing and job costing
10 articles
Payments
Make credit card and ACH payments a seamless part of your workflow
- How to apply for Roofr PaymentsRoofr Payments makes credit card and ACH payments a seamless part of your workflow — so you can get paid faster. Learn how to apply for Roofr payments via the…
- How to use Roofr PaymentsLearn how to enable employees and team members to request and process credit card and ACH Payments right in your Roofr platform.
- How to manage Roofr Payments platform feesLearn how to understand, set up and manage the Platform Fees associated with receiving Roofr Payments.
- Roofr Payments: Batches and FundingLearn how you get paid through Roofr Payments
Invoices
Bill clients and record payments
- How to manage Roofr InvoicesLearn how to set up and use Roofr Invoices to create and send payment requests anytime, anywhere. Your customers can instantly access their invoices and settle up from any of…
- How to Record Manual Payments on Roofr InvoicesLearn how to manually record payments in Roofr and maintain accurate records of all pending and completed transactions. Easily track whether or not you have received payment on an invoice.
Job Costing
Track costs and protect your margin
- How to Set Up Roofr Job CostingLearn how to understand and improve your job profitability by maintaining accurate financial records that improve business operations and profit.
- Adding Actual Values to Roofr Job CostingLearn how to add actual values to Roofr Job Costing for accurate expense tracking.
- Importing Invoices & Material Orders to Roofr Job CostingLearn how to import invoices and Material Orders into Roofr for streamlined job costing.
- Job Costing FAQFind answers to common questions about Roofr Job Costing