Payments for B2B Service Companies

Business-service companies bill other businesses on recurring contracts, often paid by ACH or purchasing card. Roots adds Level 2/3 data, ACH autopay and worker payouts. Square Invoices covers smaller firms.
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Payment solutions for b2b & business services

How these solutions work for b2b & business services

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

Level 2/3 Processing

For b2b & business services: Include purchase-order references and itemized invoice data for business-card purchases of business contracts, project invoices and retainers.
  • Analyze statements to find commercial-card downgrades
  • Configure the gateway or ERP to populate enhanced data accurately
  • Monitor CEDP qualification and fix data-quality errors
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ACH Payments

For b2b & business services: Offer bank-account payments for business contracts, project invoices and retainers, with authorization and invoice matching built into the workflow.
  • Write compliant authorization language for federal, state and local agencies
  • Set up account verification and return monitoring
  • Help you meet Nacha's 2026 fraud-monitoring requirements
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Transfer initiated

$8,609.00 · ref ACH-7731

Square Invoices

For b2b & business services: Send itemized invoices for business contracts, project invoices and retainers and track deposits, due dates and outstanding balances.
  • Design invoice templates and custom fields (terms, policies, account numbers) for government contractors and GSA vendors
  • Set up recurring schedules and card-on-file or bank-on-file autopay for federal, state and local agencies
  • Configure reminders and late-payment workflows
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B2B Payments

For b2b & business services: Collect business invoices for business contracts, project invoices and retainers, with purchase-order references and account balances kept together.
  • Integrate with your ERP or accounting platform
  • Configure enhanced data for commercial cards
  • Set up reminder cadences and a portal branded for government contractors and GSA vendors
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Custom Payment Integration

For b2b & business services: Connect the payment flow for business contracts, project invoices and retainers with your software and the operational records behind contract references, purchase orders and service invoices.
  • Map how payments should post in your system
  • Build, test and host the integration
  • Support and maintain it as systems change
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Recurring Billing

For b2b & business services: Schedule and manage payments for service retainers and recurring business contracts, including renewals and customer account balances.
  • Design payment plans (including 10-month or 12-month) for businesses and homeowners
  • Set retry, dunning and late-fee rules
  • Sync recurring payments to your accounting or management system
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Embedded Payments

For b2b & business services: Put checkout for business contracts, project invoices and retainers inside your software, keeping payment events connected to customer and operating records.
  • Scope the integration and onboarding flow
  • Provide sandbox, APIs and developer support
  • Support your customers' merchant accounts
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Mobile Payments

For b2b & business services: Collect payments for business contracts, project invoices and retainers away from a fixed counter, with transactions recorded against the sale or job.
  • Choose devices for your drivers, reps or volunteers
  • Set up user logins and permissions per device
  • Train field staff
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B2B & Business Services we set up and support

B2B & Business Services payment questions

Start with the workflows your business needs. Options on this page include L2/L3 Processing for Government Contractors, B2B Invoice Payments for Contractors, ACH Payments for Government Contractors. 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 invoices, registration payments, recurring collections and reconciliation, then plan the changes your b2b & business services 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 b2b & business services workflows need to improve so we can scope a practical setup.

Payments for b2b & business services, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.
Talk to a B2B service provider payments specialistPartner with Roots