Roofr Payments: How to manage accepted payment methods

Default Payment Method Settings

What it does:

Allows you to create default settings for your payment methods to ensure consistency when accepting online payments from your customers.

Purpose:

If your business typically accepts ACH only, you can set this up as a default setting while still giving employees agency to update this per transaction if exceptions need to be made.

Prerequisites:

• Payment processing with Roofr Payments.

Available On: Roofr Pro, Premium or Elite

How to set your default accepted payment methods:

1. Navigate to your Payments tab, then click ‘Settings’
2. On the settings page, toggle on or off your selected default payment methods. Only team Owners or Managers will have access to the default settings.

👉 NOTE: This preference will be set to all future payment requests. Users can still manually change the requested payment on each request.

Here’s How:

1. Click on ‘Send’ on a Roofr invoice.
2. Scroll down to the ‘Accept online payment section’ of the screen.
3. Toggle the payment types you wish to select to the ‘on’ position.

Have More Questions? Check out roofr.com/Help.