A merchant account built for architecture firms

A dedicated merchant account underwritten for your architecture firm, with pricing you can read and a person to call. MCC 8911 accounts with B2B pricing.
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Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for architecture firms

How each solution supports architecture firms

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

Square Invoices

For architecture firms: Send itemized invoices for design retainers and project milestone invoices and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Milestone schedules by design phase with contracts attached. Roots sets up your templates, schedules and accounting sync.
  • 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 firms: Arrange a processing account for design retainers and project milestone invoices, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your architecture firm, with pricing you can read and a person to call. MCC 8911 accounts with B2B pricing.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections

ACH Payments

For architecture firms: Offer bank-account payments for design retainers and project milestone invoices, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. ACH for phase invoices.
  • 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

Level 2/3 Processing

For architecture firms: Include purchase-order references and itemized invoice data for business-card purchases of design retainers and project milestone invoices. When your clients pay with corporate or purchasing cards, sending Level 2 and Level 3 data can qualify those payments for lower interchange. Lower interchange on developers' commercial cards.
  • 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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Credit Card Surcharging

For architecture firms: Plan credit-card surcharge disclosures for design retainers and project milestone invoices, keeping eligible card payments distinct at checkout. A surcharge program adds a disclosed fee to credit card payments to offset processing costs. Credit card surcharges where allowed. Roots configures card detection so debit and prepaid cards are never surcharged.
  • Check your state's rules
  • File required notice with card networks through your acquirer
  • Configure terminals, invoices and receipts
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Custom Payment Integration

For architecture 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. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Connect payments to your project accounting software.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Merchant Account questions

Questions design firm firms ask about billing and payments.
It enables your business to accept card payments through a processing partner. Roots helps compare the options, prepare the application and configure your checkout.
Yes. A free review covers processing charges, payment channels and equipment so you can decide which changes make sense.
Bring your processing statements, payment channels and checkout equipment. Roots uses these details to plan the workflow for architecture firms and prepare a clear setup scope.
Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

Ready to talk it through?

Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to a design firm payments specialistAll architecture firms solutions