Engineering & Surveying Firms Payments

Civil, structural and surveying firms invoice developers, contractors and municipalities, typically net-30 and often on commercial cards.
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Payment solutions for engineering & surveying firms

How these solutions fit engineering & surveying firms

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

Square Invoices

For engineering & surveying 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. Progress invoices with ACH and card options. 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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Level 2/3 Processing

For engineering & surveying 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 purchasing 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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ACH Payments

For engineering & surveying 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 progress 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

Merchant Account

For engineering & surveying 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 engineering firm, with pricing you can read and a person to call. B2B pricing under MCC 8911.
  • 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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Payment Gateway

For engineering & surveying firms: Connect online or remote checkout for design retainers and project milestone invoices to a gateway that fits your business systems. Roots connects a payment gateway that connects your website, portal or software to card and ACH processing, with tokenized storage for repeat billing. A client payment portal on your website.
  • Map your checkout and billing flows
  • Configure fraud rules
  • Support your developers during integration
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Credit Card Surcharging

For engineering & surveying 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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Engineering & Surveying Firms payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Engineers, Level 2 & 3 Processing for Engineers, Engineering 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 engineering & surveying 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 engineering & surveying firms workflows need to improve so we can scope a practical setup.

Let’s set up payments for your engineering & surveying firm business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
Talk to a design firm payments specialistExplore architecture, engineering & design firms solutions