Take phone orders for wholesale suppliers with Square Virtual Terminal

Square Virtual Terminal lets wholesale suppliers key in cards from a computer or charge a card on file for phone and email orders. Phone orders happen for special orders, holds and repeat customers who call in. Roots Payments sets it up with fraud checks.
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Payment solutions for wholesale & b2b retail

How each solution supports wholesale & b2b retail

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

Square Invoices

For wholesale & b2b retail: Send itemized invoices for online orders, in-store purchases and marketplace sales and track deposits, due dates and outstanding balances. Square Invoices sends digital invoices "in seconds via email, SMS, or a shareable link." Invoices bill retail accounts on net terms. Roots Payments sets up templates, deposit rules and reminders.
  • Build invoice and estimate templates
  • Set deposit and balance-due rules
  • Turn on reminders
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Square for Retail

For wholesale & b2b retail: Connect online orders, in-store purchases and marketplace sales to a retail catalog, stock tracking and customer purchase history. Square describes Square for Retail as a POS to "sell more and stay stocked with a POS designed for retail." For wholesale suppliers, that means products sold by the case to other businesses tracked in one catalog with stock synced between the counter and online. Roots Payments, an independent Square Reseller, builds the catalog, configures the plan and hardware, and supports your team after launch.
  • Import and clean up your catalog of products sold by the case to other businesses
  • Map your workflow to Square Free, Plus or Premium before you commit
  • Configure barcode labels, scanners, printers and cash drawers
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Square Online (websites)

For wholesale & b2b retail: Give customers an online storefront for online orders, in-store purchases and marketplace sales, with ordering and fulfillment choices suited to your business. Square Online gives wholesale suppliers a website with pickup, shipping and local delivery, and Square says in-store sales, online orders and inventory connect automatically. That keeps products sold by the case to other businesses from overselling across channels. Roots Payments builds the store, product pages and shipping rules.
  • 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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Square Virtual Terminal

For wholesale & b2b retail: Take authorized phone or remote payments for online orders, in-store purchases and marketplace sales from a browser-based terminal. Square Virtual Terminal lets wholesale suppliers key in cards from a computer or charge a card on file for phone and email orders. Phone orders happen for special orders, holds and repeat customers who call in. Roots Payments sets it up with fraud checks.
  • Set up Virtual Terminal and permissions
  • Set fraud rules for keyed orders
  • Train staff on phone-order scripts

Level 2/3 Processing

For wholesale & b2b retail: Include purchase-order references and itemized invoice data for business-card purchases of online orders, in-store purchases and marketplace sales. When businesses pay with corporate or purchasing cards, sending extra order data can qualify for lower interchange rates. Business customers often pay with commercial cards, so Level 3 data can lower costs. Roots Payments sets up the data fields on your terminal or gateway.
  • Check how much of your volume is business cards
  • Set up the data fields
  • Test qualification
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ACH Payments

For wholesale & b2b retail: Offer bank-account payments for online orders, in-store purchases and marketplace sales, with authorization and invoice matching built into the workflow. ACH lets customers pay from a bank account at a lower cost than cards, which helps on large orders. ACH suits large wholesale orders. Roots Payments sets it up with verification and clear authorization.
  • Set up ACH on your account
  • Add authorization language
  • Connect it to invoices
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Transfer initiated

$227.95 · ref ACH-7731

Merchant Account

For wholesale & b2b retail: Arrange a processing account for online orders, in-store purchases and marketplace sales, with checkout methods matched to how customers pay. A dedicated merchant account gives wholesale suppliers their own processing relationship, with interchange-plus or flat pricing and statements we explain line by line. Many small shops start on flat-rate pricing. Roots Payments reviews your statements and quotes before you switch.
  • 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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Custom Payment Integration

For wholesale & b2b 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. When off-the-shelf tools don't fit, we build custom payment flows. Common builds include custom reports, syncing with a supplier's catalog and automating special-order workflows. Roots Payments scopes, builds and supports it.
  • Scope and quote up front
  • Build and test
  • Deploy and monitor
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Square Virtual Terminal questions

Questions online brand owners ask about payments and POS.
A browser-based terminal supports payments taken at a desk, such as phone orders. Roots helps configure access and the payment workflow in Square.
We plan transaction references, customer records and reporting so staff can reconcile the payment to the original request.
Bring your phone-order process, staff access and transaction references. Roots uses these details to plan the workflow for wholesale & b2b retail 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 an online brand payments specialistAll wholesale & b2b retail solutions