How to Request Credit Card & ACH Payments
Learn how to create a payment request and follow up on requests.
What it does: Enable your customers to provide payment from their personal devices.
Purpose: Email customers a link to their invoice with an included payment request to streamline your payment collection workflows.
- Easily specify the requested amount to accommodate partial payment or deposits.
- Allow certain payment methods depending on your business logic and customer preferences
- Track existing payment requests and follow up as necessary
Prerequisites: You must be a Roofr Payments customer. Learn more and sign up: How to Sign Up for Roofr Payments
Available On: Pro, Premium & Elite Plans
Creating a Payment Request:
Step 1: Payment requests can be created through the “Send Invoice” workflow.
Step 2: To start, click on “Preview and Send” in the upper right hand corner of the invoice
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Step 3: Scroll to the bottom of the email to view your payment request details. By default, we include payment request link.
Note: If you are just sharing the invoice for informational purposes and do not want to include the payment link, you can toggle this off.
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Step 4: When you choose to accept online payments, you are able to customize a number of different fields.
- Accepted Payment Types: This will impact the payment types your customer will be able to provide when they view their invoice. If you only want to accept ACH for a given payment, you can uncheck “credit card”.
- Requested Amount: You can choose to request a specific dollar amount of a percentage of the invoice total. This can be helpful in the case that you are taking a deposit. For example, you can request a 10% deposit after contract signature.
- Due Date: Select a date in the future in order to ensure customers are paying on time.
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Following Up on Payment Requests
Step 1: After a payment request has been sent to your customer, you will see the request displayed on the invoice.
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Step 2: When you are viewing a payment request, you can take one of 3 actions:
1. Resend Payment - When you select this option, the email drawer will open up and the payment request details will be displayed.
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2. Record Payment - Allows you to process payment for an existing payment request. This will allow you to provide customer payment details, or manually record payments, if a customer calls in or drops off a check for you.
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3. Cancel Request - If you need to make any changes to the payment request, you can cancel the request and create a new one. When you cancel a payment request, it will be displayed on your invoice as canceled.
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