Payment plans and recurring billing for managed IT service providers

Automate recurring card and ACH charges for memberships, retainers and payment plans. Automatic monthly contract billing.
Talk to an IT provider payments specialistAll managed it service providers (msps) solutions
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Payment solutions for managed it service providers (msps)

How each solution supports managed it service providers (msps)

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

Recurring Billing

For managed it service providers (msps): Schedule and manage payments for managed-service retainers and software subscriptions, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Automatic monthly contract billing.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

ACH Payments

For managed it service providers (msps): Offer bank-account payments for IT support contracts and development invoices, 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 monthly contracts and projects.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$10,175.00 · ref ACH-7731

Level 2/3 Processing

For managed it service providers (msps): Include purchase-order references and itemized invoice data for business-card purchases of IT support contracts and development invoices. 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 business cards, especially for hardware resale.
  • 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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Merchant Account

For managed it service providers (msps): Arrange a processing account for IT support contracts and development invoices, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your MSP, with pricing you can read and a person to call. MCC 7379 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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Credit Card Surcharging

For managed it service providers (msps): Plan credit-card surcharge disclosures for IT support contracts and development invoices, keeping eligible card payments distinct at checkout. A surcharge program adds a disclosed fee to credit card payments to offset processing costs. Credit card surcharges where allowed. Roots configures card detection so debit and prepaid cards are never surcharged.
  • Check your state's rules
  • File required notice with card networks through your acquirer
  • Configure terminals, invoices and receipts
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Custom Payment Integration

For managed it service providers (msps): Connect the payment flow for IT support contracts and development invoices with your software and the operational records behind service tickets, project milestones and subscription invoices. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Connect payments to your PSA or billing platform.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Square Invoices

For managed it service providers (msps): Send itemized invoices for IT support contracts and development invoices and track deposits, due dates and outstanding balances. Square Invoices lets IT service firms and managed service providers send invoices by email, text or link and get paid by card, digital wallet or ACH bank transfer. Monthly agreements go out as recurring 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 IT service firms and managed service providers
  • Set up recurring schedules and card-on-file or bank-on-file autopay for clients
  • Configure reminders and late-payment workflows
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B2B Payments

For managed it service providers (msps): Collect business invoices for IT support contracts and development invoices, with purchase-order references and account balances kept together. B2B buyers pay IT service firms and managed service providers on terms, by card, ACH or check. A payment portal tied to your invoices shortens days-sales-outstanding. Clients pay invoices from a portal that posts back to your PSA or accounting system. 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 IT service firms and managed service providers
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Square Integrations

For managed it service providers (msps): Connect Square transaction data with the tools used to manage service tickets, project milestones and subscription invoices, reducing repeated data entry. Square connects to accounting and industry software through the Square App Marketplace, so IT service firms and managed service providers don't have to re-key sales. Connect Square Invoices to your accounting. Roots picks the right apps, maps accounts and tests the sync end to end.
  • Audit the systems IT service firms and managed service providers use today and find the right Square apps
  • Map deposits, fees and tax accounts in your accounting software
  • Build custom connections when no app exists
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Recurring Billing questions

Questions IT provider 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 managed it service providers (msps) 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.

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Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to an IT provider payments specialistAll managed it service providers (msps) solutions