Payment plans and recurring billing for consulting firms

Automate recurring card and ACH charges for memberships, retainers and payment plans. Monthly retainers.
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Payment solutions for management & business consulting

How each solution supports management & business consulting

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

Square Invoices

For management & business consulting: Send itemized invoices for consulting projects, coaching sessions and retainers 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. Milestone schedules, estimates that convert to invoices, and contracts with e-signature. 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 management & business consulting: Arrange a processing account for consulting projects, coaching sessions and retainers, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your consulting firm, with pricing you can read and a person to call. MCC 7392 accounts with B2B pricing.
  • 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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ACH Payments

For management & business consulting: Offer bank-account payments for consulting projects, coaching sessions and retainers, 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 large project invoices.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$9,050.00 · ref ACH-7731

Level 2/3 Processing

For management & business consulting: Include purchase-order references and itemized invoice data for business-card purchases of consulting projects, coaching sessions and retainers. 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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Multi-Currency Payments

For management & business consulting: Collect consulting projects, coaching sessions and retainers in the currencies your customers use and reconcile them against the original order or invoice. Present prices and invoices in your client's currency and settle in U.S. dollars. Invoice international clients in their currency. Square doesn't support multi-currency acceptance today, so this runs on a partner-provided merchant account arranged by Roots.
  • Review where your clients pay from
  • Set up currencies and pricing
  • Integrate with invoicing
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Recurring Billing

For management & business consulting: Schedule and manage payments for advisory retainers and coaching subscriptions, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Monthly retainers.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

Recurring Billing questions

Questions consulting 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 management & business consulting 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 consulting firm payments specialistAll management & business consulting solutions