Invoices and deposits for special orders and accounts at lumber yards

Square says you can "send digital invoices in seconds via email, SMS, or a shareable link." Special orders, deposits and business accounts at lumber yards are easier to collect with an invoice than at the counter. We set up templates, deposit rules and reminders.
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Payment solutions for lumber yards & building supply dealers

How each solution supports lumber yards & building supply dealers

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

Level 2/3 Processing

For lumber yards & building supply dealers: Include purchase-order references and itemized invoice data for business-card purchases of building materials, equipment rentals and trade orders. When business customers pay lumber yards and building supply dealers with corporate, purchasing or fleet cards, sending enhanced transaction data (tax, PO number, line items) can qualify for lower interchange. Enhanced data from your ERP lowers 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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B2B Payments

For lumber yards & building supply dealers: Collect business invoices for building materials, equipment rentals and trade orders, with purchase-order references and account balances kept together. B2B buyers pay lumber yards and building supply dealers on terms, by card, ACH or check. A payment portal tied to your invoices shortens days-sales-outstanding. Contractors pay statements and invoices online. Roots connects invoice payments to your ERP or accounting so every payment posts to the right invoice.
  • Integrate with your ERP or accounting platform
  • Configure enhanced data for commercial cards
  • Set up reminder cadences and a portal branded for lumber yards and building supply dealers
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ACH Payments

For lumber yards & building supply dealers: Offer bank-account payments for building materials, equipment rentals and trade orders, with authorization and invoice matching built into the workflow. ACH lets lumber yards and building supply dealers collect counter sales, contractor accounts and deliveries directly from a payer's bank account, usually at a lower cost than cards on larger payments. Accounts pay by ACH instead of check. Roots sets up ACH with authorization language and fraud controls that meet Nacha's rules.
  • Write compliant authorization language for contractors and homeowners
  • Set up account verification and return monitoring
  • Help you meet Nacha's 2026 fraud-monitoring requirements
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Transfer initiated

$6,700.00 · ref ACH-7731

Credit Card Surcharging

For lumber yards & building supply dealers: Plan credit-card surcharge disclosures for building materials, equipment rentals and trade orders, keeping eligible card payments distinct at checkout. A surcharge program lets lumber yards and building supply dealers add a disclosed fee to credit card payments to offset processing costs, while debit and bank payments remain free of the customer surcharge. Capped, disclosed, and only on credit cards. Roots configures card-type detection, disclosures and receipts, and checks your state's rules first.
  • Check your state's surcharge rules and complete card-network registration where required
  • Configure terminals, invoices and online checkout
  • Write the disclosure language for contractors and homeowners
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Mobile Payments

For lumber yards & building supply dealers: Collect payments for building materials, equipment rentals and trade orders away from a fixed counter, with transactions recorded against the sale or job. Mobile payments let lumber yards and building supply dealers take cards on a phone, tablet or handheld terminal wherever the work happens. Drivers collect at the job site. Roots provisions devices on your merchant account and supports them nationwide.
  • Choose devices for your drivers, reps or volunteers
  • Set up user logins and permissions per device
  • Train field staff
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Custom Payment Integration

For lumber yards & building supply dealers: Connect the payment flow for building materials, equipment rentals and trade orders with your software and the operational records behind job-site references, purchase orders and material invoices. Payments are only half the job. Lumber Yards & Building Supply also need each payment posted to the right account, invoice or record automatically. Payments post to your ERP. 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
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Square for Retail

For lumber yards & building supply dealers: Connect building materials, equipment rentals and trade orders to a retail catalog, stock tracking and customer purchase history. Square for Retail is Square's POS built to manage inventory, sales and customer data, which suits lumber yards and building supply dealers that stock and sell physical goods. Smaller yards run counter sales and house accounts on Square for Retail. Roots imports your catalog, sets up vendors and purchase orders, and configures house accounts so staff can start selling on day one.
  • Clean up and import your SKU catalog, variants and barcodes
  • Set up vendors, reorder points and purchase-order workflows
  • Configure house accounts and invoicing for repeat contractors and homeowners
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Square Invoices

For lumber yards & building supply dealers: Send itemized invoices for building materials, equipment rentals and trade orders and track deposits, due dates and outstanding balances. Square says you can "send digital invoices in seconds via email, SMS, or a shareable link." Special orders, deposits and business accounts at lumber yards are easier to collect with an invoice than at the counter. We set up templates, deposit rules and reminders.
  • Build invoice and estimate templates with your terms
  • Set deposit rules for special orders
  • Set up recurring invoices for business customers

Merchant Account

For lumber yards & building supply dealers: Arrange a processing account for building materials, equipment rentals and trade orders, with checkout methods matched to how customers pay. A dedicated merchant account gives you ypartner-provided processing arranged by Roots relationship and transparent pricing. Roots reviews your processing statement for free and provides a quote based on your transaction mix. Roots Payments sets it up and supports it.
  • Review your last three statements and show the real effective rate
  • Quote pricing and terms in writing
  • Set up terminals or POS integration
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Square Invoices questions

Questions building supply dealer finance teams ask about B2B payments.
Square Invoices lets customers receive and pay invoices. Roots helps configure invoice templates, payment collection and reconciliation.
We review deposits, payment schedules and customer reminders, then configure the invoice workflow around how you bill.
Bring your invoice templates, deposit rules and payment schedule. Roots uses these details to plan the workflow for lumber yards & building supply dealers and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. Consultations and payment reviews are free.

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Talk to a building supply dealer payments specialistAll lumber yards & building supply dealers solutions