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.
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
Step 1: Log onto Roofr and find your invoice by:
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.
Step 3: Select “Collect Payment Now”
Step 4: Enter in your customer’s payment details
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.
Step 6: The successful payment will be displayed in the customer totals section.
To learn how to request a payment from a homeowner, visit How to Request Credit Card & ACH Payments