What it does: Enable employees and team members to process credit card and ACH Payments live through Roofr
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: 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
Taking a Payment
Step 1: Log onto Roofr and find your invoice by:
- Searching for the job that you are sending the invoice out for
- Visiting the Invoice Dashboard
Step 2: Click on “Create Payment” in the upper right hand corner of your invoice.
Note: You cannot create payments for invoices that are in draft status. You must add at least one invoice item as well as a due date in order to collect payment.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/6536e85ab20bb287590668fb_Screen%20Shot%202023-10-04%20at%2010.03.26%20AM.webp)
Step 3: Select “Collect Payment Now”
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65f21894a65f93d8805560ba_Taking%20a%20Credit%20Card%20%26%20ACH%20Payment%20from%20the%20Office(2).webp)
Step 4: Enter in your customer’s payment details
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65f218b5ecf4aff04dc5fe9f_Taking%20a%20Credit%20Card%20%26%20ACH%20Payment%20from%20the%20Office(3).webp)
Step 5: Click on “Charge” and the payment will be submitted to our processor. After the payment is successfully processed, you will see a transaction complete message.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65f218e879cd378db4983bd6_Taking%20a%20Credit%20Card%20%26%20ACH%20Payment%20from%20the%20Office(4).webp)
Step 6: The successful payment will be displayed in the customer totals section.
![](https://cdn.prod.website-files.com/6493173e3cea69ef8852e65e/65f2190decf4aff04dc6650c_Taking%20a%20Credit%20Card%20%26%20ACH%20Payment%20from%20the%20Office(5).webp)