Architecture & Design Firm Payments

Design and engineering firms bill in phases, with retainers, milestone invoices and reimbursables, often to businesses and developers. ACH and Level 2/3 data keep costs down on large invoices.
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Payment solutions for architecture, engineering & design firms

How these solutions work for architecture, engineering & design firms

See what each option adds to the way your business takes and tracks payments.

Square Invoices

For architecture, engineering & design firms: Send itemized invoices for design retainers and project milestone invoices and track deposits, due dates and outstanding balances.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Merchant Account

For architecture, engineering & design firms: Arrange a processing account for design retainers and project milestone invoices, with checkout methods matched to how customers pay.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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ACH Payments

For architecture, engineering & design firms: Offer bank-account payments for design retainers and project milestone invoices, with authorization and invoice matching built into the workflow.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$10,400.00 · ref ACH-7731

Credit Card Surcharging

For architecture, engineering & design firms: Plan credit-card surcharge disclosures for design retainers and project milestone invoices, keeping eligible card payments distinct at checkout.
  • Check your state's rules
  • File required notice with card networks through your acquirer
  • Configure terminals, invoices and receipts
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Level 2/3 Processing

For architecture, engineering & design firms: Include purchase-order references and itemized invoice data for business-card purchases of design retainers and project milestone invoices.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions
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Custom Payment Integration

For architecture, engineering & design firms: Connect the payment flow for design retainers and project milestone invoices with your software and the operational records behind project codes, progress invoices and retainer balances.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Square Payment Links

For architecture, engineering & design firms: Share a checkout link for design retainers and project milestone invoices through messages, email or your website.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Square Point of Sale

For architecture, engineering & design firms: Bring design retainers and project milestone invoices into a point-of-sale workflow, with reporting organized around project codes, progress invoices and retainer balances.
  • Map your services, fees and products into the Square item library before your first client
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
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Payment Gateway

For architecture, engineering & design firms: Connect online or remote checkout for design retainers and project milestone invoices to a gateway that fits your business systems.
  • Map your checkout and billing flows
  • Configure fraud rules
  • Support your developers during integration
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Architecture, Engineering & Design Firms we set up and support

Architecture, Engineering & Design Firms payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Architects, Architecture Credit Card Processing, Architecture ACH Payments. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your architecture, engineering & design firms business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which architecture, engineering & design firms workflows need to improve so we can scope a practical setup.

Payments for architecture, engineering & design firms, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.
Talk to a design firm payments specialistPartner with Roots