Connect to your dealer ERP

Payments are only half the job. Office Equipment Dealers also need each payment posted to the right account, invoice or record automatically. Payments post to your dealer management system. Roots scopes, builds and supports the integration.
Talk to a B2B service provider payments specialistAll office equipment & copier dealers solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for office equipment & copier dealers

How each solution supports office equipment & copier dealers

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

Recurring Billing

For office equipment & copier dealers: Schedule and manage payments for service retainers and recurring business contracts, including renewals and customer account balances. Recurring billing lets office equipment and copier dealers put equipment sales, service contracts and usage billing on an automatic schedule, charged to a saved card or bank account. Charge meter-based invoices to saved cards or bank accounts. Roots builds the plans, retry rules and notifications, and connects them to your records.
  • Design payment plans (including 10-month or 12-month) for businesses
  • Set retry, dunning and late-fee rules
  • Sync recurring payments to your accounting or management system
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Level 2/3 Processing

For office equipment & copier dealers: Include purchase-order references and itemized invoice data for business-card purchases of business contracts, project invoices and retainers. When business customers pay office equipment and copier dealers with corporate, purchasing or fleet cards, sending enhanced transaction data (tax, PO number, line items) can qualify for lower interchange. Lower interchange on eligible commercial cards. Roots configures enhanced-data capture in your gateway, invoices or ERP so it happens on every eligible transaction.
  • 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 office equipment & copier dealers: Offer bank-account payments for business contracts, project invoices and retainers, with authorization and invoice matching built into the workflow. ACH lets office equipment and copier dealers collect equipment sales, service contracts and usage billing directly from a payer's bank account, usually at a lower cost than cards on larger payments. Clients autopay by ACH. Roots sets up ACH with authorization language and fraud controls that meet Nacha's rules.
  • Write compliant authorization language for businesses
  • 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

Custom Payment Integration

For office equipment & copier dealers: 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. Payments are only half the job. Office Equipment Dealers also need each payment posted to the right account, invoice or record automatically. Payments post to your dealer management system. Roots scopes, builds and supports the integration.
  • Map how payments should post in your system
  • Build, test and host the integration
  • Support and maintain it as systems change

Square Invoices

For office equipment & copier dealers: Send itemized invoices for business contracts, project invoices and retainers and track deposits, due dates and outstanding balances. Square Invoices lets office equipment and copier dealers send invoices by email, text or link and get paid by card, digital wallet or ACH bank transfer. Recurring invoices with card on file. Roots sets up your templates, recurring schedules and autopay, and connects invoices to your accounting.
  • Design invoice templates and custom fields (terms, policies, account numbers) for office equipment and copier dealers
  • Set up recurring schedules and card-on-file or bank-on-file autopay for businesses
  • Configure reminders and late-payment workflows
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Custom Payment Integration questions

Questions B2B service provider finance teams ask about B2B payments.
A project can connect checkout, payment status, refunds or reconciliation to your business software. Roots scopes the required data flow and builds the agreed connection.
We map the workflow, review API or file documentation and define acceptance checks. You receive a project scope and quote before development starts.
Bring your software documentation, payment workflow and reporting files. Roots uses these details to plan the workflow for office equipment & copier dealers 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 B2B service provider payments specialistAll office equipment & copier dealers solutions