Professional Services Payment Processing

Many professional services businesses share the same needs: retainers, invoices, ACH and sometimes freelancer payouts. Square Invoices covers the basics, and Roots adds B2B and payout tools.
Talk to a business services firm payments specialistPartner with Roots

Payment solutions for other professional services

How these solutions work for other professional services

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

Square Invoices

For other professional services: Send itemized invoices for professional engagements and service 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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ACH Payments

For other professional services: Offer bank-account payments for professional engagements and service 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

$3,625.00 · ref ACH-7731

Level 2/3 Processing

For other professional services: Include purchase-order references and itemized invoice data for business-card purchases of professional engagements and service 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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Merchant Account

For other professional services: Arrange a processing account for professional engagements and service 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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Multi-Currency Payments

For other professional services: Collect professional engagements and service invoices in the currencies your customers use and reconcile them against the original order or invoice.
  • Review where your clients pay from
  • Set up currencies and pricing
  • Integrate with invoicing
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Gig Worker Payouts

For other professional services: Pay independent professionals and project contractors from approved jobs or service records, with earnings and transfer status tracked together.
  • Design the onboarding flow
  • Integrate with your scheduling or shift software
  • Set payout schedules
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Recurring Billing

For other professional services: Schedule and manage payments for service retainers and scheduled contract charges, including renewals and customer account balances.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Other Professional Services we set up and support

Other Professional Services payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Translation Agencies, Multi-Currency Payments for Translation, Contractor Payouts for Translation Agencies. 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 other professional 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 other professional services workflows need to improve so we can scope a practical setup.

Payments for other professional services, set up right

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