Payments & Invoicing

How to Sign Up For Roofr Payments

Learn how to sign up for Roofr Payments and complete your application.

Last updated
March 13, 2024

What Roofr Payments does: Allows you to process payments live with your customers so you and your employees can easily collect payments.

Purpose: Streamline your invoicing workflows by allowing customers and employees to provide payment easily and securely.

  • Integrated Credit Card and ACH processing for US-based merchants
  • Integrated Credit Card and EFT processing for Canadian-based merchants
  • Process payments from the office and through the Roofr application
  • Email payment requests to customers to process through their personal devices.

Prerequisites: Payments can only be taken on invoices within the Roofr platform

Available On: Pro, Premium & Elite Plans

Here’s how to get started:

Step 1: Create a Roofr Payments account by navigating to:

Step 2: Go through the boarding steps and include all necessary information in order to get approved for a processing account.

Note: You can click “save to complete later” to send yourself a link to complete the application at a later time

Step 3: After you have submitted your application to be a Roofr Payments merchant, our risk team is going to take a look at your application. The review typically takes 1-2 business days.

Note: If you haven’t heard from our team, please email us at [email protected] and we can take a look at your application and give you an update ASAP.

Step 4: Once you are approved, our team will be automatically notified and will go into your account to enable Roofr Payments.

Step 5: And you’re all set! You will receive an email from us informing you that your account has been activated for Roofr payments and you can start accepting credit card and ACH/EFT!

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