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Is there an integration with Quickbooks?

Not yet, but we are working on this now! We are hoping to have an integration out in the first half of 2024. In the meantime, you can export your invoices and payments into a CSV.

Can anyone on my team take payments?

Yes! With Roofr Payments anyone on your account can create and send payment requests, without having access to sensitive accounting details.

Can I take partial payments?

Yes! You can request and submit payments for any amount less than the balance of the invoice. Additionally, you can charge any amount to any payment method (card or ACH) that your customer prefers.

How do we get billed for the processing fees?

You will receive 100% of the transaction when it is deposited in your account, so no fees will be taken off up front. Instead, our processor will draft the fees at the end of the month for the payments that were processed.

Can you pass through the CC fees?

Not yet, but we are going to be working on this in the first half of 2024! In the time being, you can always add a line item to the invoice called “convenience fee”.