Ecommerce & Omnichannel Retail Payments

Online and omnichannel retailers need one view of stock and customers across web, stores and marketplaces. Roots Payments sets up Square Online and Square for Retail, or our own gateway and merchant accounts, for DTC brands, multi-location retailers, marketplace sellers and wholesale.
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Payment solutions for ecommerce & omnichannel retail

How these solutions work for ecommerce & omnichannel retail

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

Square Online (websites)

For ecommerce & omnichannel retail: Give customers an online storefront for online orders, in-store purchases and marketplace sales, with ordering and fulfillment choices suited to your business.
  • Build product pages with photos, variants and descriptions
  • Set shipping zones, pickup windows and local delivery radius
  • Connect your domain and basic on-page SEO
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Merchant Account

For ecommerce & omnichannel retail: Arrange a processing account for online orders, in-store purchases and marketplace sales, with checkout methods matched to how customers pay.
  • Review your current statements for hidden fees
  • Quote pricing based on your card mix
  • Set up terminals or connect your POS
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Square for Retail

For ecommerce & omnichannel retail: Connect online orders, in-store purchases and marketplace sales to a retail catalog, stock tracking and customer purchase history.
  • Import and clean up your catalog of products sold mainly online
  • Map your workflow to Square Free, Plus or Premium before you commit
  • Configure barcode labels, scanners, printers and cash drawers
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E-commerce Payments

For ecommerce & omnichannel retail: Add online checkout for online orders, in-store purchases and marketplace sales, with order references carried through payment and fulfillment.
  • Connect your store platform
  • Set fraud rules for your ticket size
  • Test checkout and refunds
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Custom Payment Integration

For ecommerce & omnichannel retail: Connect the payment flow for online orders, in-store purchases and marketplace sales with your software and the operational records behind online orders, store stock and refunds.
  • Scope and quote up front
  • Build and test
  • Deploy and monitor
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Square Integrations

For ecommerce & omnichannel retail: Connect Square transaction data with the tools used to manage online orders, store stock and refunds, reducing repeated data entry.
  • Recommend apps from Square's App Marketplace
  • Connect and map accounts, taxes and categories
  • Test sync with real sales
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Chargeback Management

For ecommerce & omnichannel retail: Organize evidence for disputed online orders, in-store purchases and marketplace sales, including customer authorizations, delivery details and service records.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Square Inventory

For ecommerce & omnichannel retail: Track online orders, in-store purchases and marketplace sales with item-level stock records and replenishment workflows.
  • Design variants and SKUs so reports roll up correctly
  • Set up vendors, reorder points and purchase orders
  • Label existing stock and run the first full count with you
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Custom Development on Square

For ecommerce & omnichannel retail: Build a Square-based payment workflow around online orders, in-store purchases and marketplace sales, with custom software for your operating process.
  • Scope the build and quote it up front
  • Build and test in Square's sandbox
  • Deploy and monitor
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Multi-Currency Payments

For ecommerce & omnichannel retail: Collect online orders, in-store purchases and marketplace sales in the currencies your customers use and reconcile them against the original order or invoice.
  • Pick the currencies your shoppers use
  • Connect checkout
  • Set fraud rules for cross-border orders
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Level 2/3 Processing

For ecommerce & omnichannel retail: Include purchase-order references and itemized invoice data for business-card purchases of online orders, in-store purchases and marketplace sales.
  • Check how much of your volume is business cards
  • Set up the data fields
  • Test qualification
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Square Invoices

For ecommerce & omnichannel retail: Send itemized invoices for online orders, in-store purchases and marketplace sales and track deposits, due dates and outstanding balances.
  • Build invoice and estimate templates
  • Set deposit and balance-due rules
  • Turn on reminders
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Square Marketing

For ecommerce & omnichannel retail: Build opt-in campaigns for online orders, in-store purchases and marketplace sales, from new offerings to reminders for returning customers.
  • Import and segment your customer list
  • Build branded templates
  • Set up automations for new and lapsed customers
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Square Loyalty

For ecommerce & omnichannel retail: Create a rewards program around online orders, in-store purchases and marketplace sales, with earning rules tied to how customers shop.
  • Design reward tiers that protect your margin
  • Set up enrollment prompts at checkout
  • Link loyalty to marketing campaigns
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Square Hardware Setup

For ecommerce & omnichannel retail: Choose and configure Square checkout equipment for online orders, in-store purchases and marketplace sales, including counter, mobile and staff workflows.
  • Recommend devices for your counter, floor and events
  • Install, pair and test printers, scanners and drawers
  • Set up label printers for barcodes
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Square Staff

For ecommerce & omnichannel retail: Set roles, permissions and schedules for store staff and fulfillment teams, with a clearer view of staffing across shifts.
  • Set permissions for refunds, discounts and voids
  • Build commission rules
  • Set up clock-in and overtime alerts
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Square Payroll

For ecommerce & omnichannel retail: Organize payroll for store staff and fulfillment teams, using staff and time records to prepare pay runs.
  • Set up employees, pay rates and tax details
  • Connect timecards and commissions
  • Run the first payroll with you
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Square Payment Links

For ecommerce & omnichannel retail: Share a checkout link for online orders, in-store purchases and marketplace sales through messages, email or your website.
  • Create links for your top items or deposits
  • Print QR codes for your booth or window
  • Add links to Instagram and email
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Square Point of Sale

For ecommerce & omnichannel retail: Bring online orders, in-store purchases and marketplace sales into a point-of-sale workflow, with reporting organized around online orders, store stock and refunds.
  • Set up items, taxes and discounts before you open
  • Pick the reader or device that fits your space and power access
  • Configure offline mode and test it with you
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Text to Pay

For ecommerce & omnichannel retail: Send a payment request for online orders, in-store purchases and marketplace sales by text so customers can pay against a specific order or invoice.
  • Set up message templates
  • Connect to your merchant account
  • Train staff
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High-Risk Merchant Account

For ecommerce & omnichannel retail: Present your model for online orders, in-store purchases and marketplace sales to specialist processing partners, with product and fulfillment documentation prepared.
  • Prepare your application and documents
  • Match you with an acquirer
  • Set up terminals and online checkout
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Square Virtual Terminal

For ecommerce & omnichannel retail: Take authorized phone or remote payments for online orders, in-store purchases and marketplace sales from a browser-based terminal.
  • Set up Virtual Terminal and permissions
  • Set fraud rules for keyed orders
  • Train staff on phone-order scripts
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ACH Payments

For ecommerce & omnichannel retail: Offer bank-account payments for online orders, in-store purchases and marketplace sales, with authorization and invoice matching built into the workflow.
  • Set up ACH on your account
  • Add authorization language
  • Connect it to invoices
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Transfer initiated

$227.95 · ref ACH-7731

Ecommerce & Omnichannel Retail we set up and support

Ecommerce & Omnichannel Retail payment questions

Start with the workflows your business needs. Options on this page include Square Online for Online Stores, Square for Retail for Online Stores, Square Inventory for Online Stores. 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 catalogs, inventory, counter checkout and online sales, then plan the changes your ecommerce & omnichannel retail 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 ecommerce & omnichannel retail workflows need to improve so we can scope a practical setup.

Payments for ecommerce & omnichannel retail, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.
Talk to an online brand payments specialistPartner with Roots