How to Receive Credit Card and Bank Transfer Payments

Accepting credit card and bank transfer payments directly through Roof Chief makes it easier for customers to pay and improves your cash flow by providing convenient payment options.

Accessing Payment Settings

1. Go to Settings
2. Scroll to the bottom and click Invoicing
3. Select Payment Settings

Payment Setup Overview

The payment settings page provides information about setting up your account to receive payments directly from customers within Roof Chief. This eliminates the need for separate payment processing systems and integrates payment collection with your project management workflow.

Starting the Setup Process

1. Review the setup requirements displayed on the page
2. Click "Continue Setup" to begin the configuration process
3. A setup window will appear to guide you through the process

Stripe Partnership Integration

Roof Chief partners with Stripe for secure payment processing:

Quick Setup Process:

• Provide relevant information about you and your company
• Complete the setup in just a few minutes
• Begin accepting payments immediately after approval

Secure Processing:

• Stripe handles payment security and compliance
• Customer payment information is protected
• Funds transfer directly to your business account

Benefits

Integrated payment processing streamlines your billing workflow, provides customers with convenient payment options, reduces time between invoicing and payment collection, and eliminates the need to manage separate payment systems while maintaining security and compliance standards.

Getting Started

The setup process is designed to be straightforward and typically takes only a few minutes to complete. Once configured, customers can pay invoices directly through links in their emails or through the customer portal.