Payment plans and recurring billing for private investigation and security firms

Automate recurring card and ACH charges for memberships, retainers and payment plans. Monthly security contracts.
Talk to a business services firm payments specialistAll private investigators & security firms solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for private investigators & security firms

How each solution supports private investigators & security firms

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

Square Invoices

For private investigators & security firms: Send itemized invoices for professional engagements and service 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. Retainer and hourly invoices. 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 private investigators & security firms: Arrange a processing account for professional engagements and service invoices, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your investigation firm, with pricing you can read and a person to call. MCC 7393 accounts with discreet descriptors.
  • 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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Recurring Billing

For private investigators & security firms: Schedule and manage payments for service retainers and scheduled contract charges, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Monthly security contracts.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

ACH Payments

For private investigators & security firms: Offer bank-account payments for professional engagements and service 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 retainers and contracts.
  • 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 private investigators & security firms: Include purchase-order references and itemized invoice data for business-card purchases of professional engagements and service 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 corporate 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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Recurring Billing questions

Questions business services firm firms ask about billing and payments.
Roots helps define the schedule, collect authorization and connect payment status to your customer or subscription records.
We plan retries, customer notifications and staff follow-up so missed payments have a clear resolution process.
Bring your billing cadence, customer authorization and failed-payment process. Roots uses these details to plan the workflow for private investigators & security 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 business services firm payments specialistAll private investigators & security firms solutions