Recurring invoices for before- and after-care

Square Invoices lets charter schools send invoices by email, text or link and get paid by card, digital wallet or ACH bank transfer. Charters run after-care as recurring weekly or monthly invoices with card or ACH autopay. Roots sets up your templates, recurring schedules and autopay, and connects invoices to your accounting.Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

How each solution supports charter schools

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

Square Invoices

For charter schools: Send itemized invoices for tuition, course enrollments and school activities and track deposits, due dates and outstanding balances. Square Invoices lets charter schools send invoices by email, text or link and get paid by card, digital wallet or ACH bank transfer. Charters run after-care as recurring weekly or monthly invoices with card or ACH autopay. Roots sets up your templates, recurring schedules and autopay, and connects invoices to your accounting.
  • Design invoice templates and custom fields (terms, policies, account numbers) for charter schools
  • Set up recurring schedules and card-on-file or bank-on-file autopay for families
  • Configure reminders and late-payment workflows

Square Point of Sale

For charter schools: Bring tuition, course enrollments and school activities into a point-of-sale workflow, with reporting organized around student references, tuition balances and enrollment records. Square Point of Sale is free to download and turns a phone or tablet into a point of sale, so charter schools can take activity fees, before- and after-care, meals and fundraising in person. Staff and volunteers take cards at events on phones or Square hardware. Roots Payments, an independent Square Reseller, helps you choose a plan, configure items and staff access, and train your team.
  • Recommend the right Square plan and devices for how charter schools actually take payments
  • Build the item library for activity fees, before- and after-care, meals and fundraising, with taxes, discounts and categories set up correctly
  • Configure team permissions, receipts and reporting, then train staff and volunteers
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Merchant Account

For charter schools: Arrange a processing account for tuition, course enrollments and school activities, with checkout methods matched to how customers pay. A dedicated merchant account gives charter schools their own merchant ID, pricing built on actual card-network costs, and underwriting that understands your payment patterns. If your school is treated as a government entity, Roots places it with an acquirer that supports public charter schools. Roots matches you with the right acquiring bank and stays your point of contact after approval.
  • Review your current statements and model interchange-plus costs
  • Prepare the application and underwriting package
  • Configure terminals, gateway and reporting
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ACH Payments

For charter schools: Offer bank-account payments for tuition, course enrollments and school activities, with authorization and invoice matching built into the workflow. ACH lets charter schools collect activity fees, before- and after-care, meals and fundraising directly from a payer's bank account, usually at a lower cost than cards on larger payments. Families authorize ACH once and recurring fees run on schedule. Roots sets up ACH with authorization language and fraud controls that meet Nacha's rules.
  • Write compliant authorization language for families
  • Set up account verification and return monitoring
  • Help you meet Nacha's 2026 fraud-monitoring requirements
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Transfer initiated

$1,495.00 · ref ACH-7731

Donation Processing

For charter schools: Organize one-time and recurring contributions, with campaign or program references connected to student references, tuition balances and enrollment records. Online giving lets charter schools accept one-time and recurring gifts by card, digital wallet and ACH, with receipts donors can use at tax time. Donation forms keep gifts separate from fees and issue receipts with the acknowledgment language donors need. Roots sets up giving forms, fee-coverage options and reporting, and connects them to your donor records.
  • Build giving forms and campaign pages
  • Set up receipts with the IRS acknowledgment language donors need
  • Connect gifts to your donor database or accounting
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Square Invoices questions

Questions school administrators ask about 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 charter schools 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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Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.