Add payments to your custom software

Embed card and ACH payments in your product so customers onboard and get paid without leaving your software. Partner with Roots to add payments to the apps you build.
Talk to an IT provider payments specialistAll software development agencies solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for software development agencies

How each solution supports software development agencies

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

Square Invoices

For software development agencies: Send itemized invoices for IT support contracts and development invoices 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 invoices with contracts. 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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ACH Payments

For software development agencies: 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 sprint and milestone invoices.
  • 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 software development agencies: 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 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 software development agencies: Collect IT support contracts and development invoices 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. Bill 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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Merchant Account

For software development agencies: 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 software agency, with pricing you can read and a person to call. MCC 7372 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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Embedded Payments

For software development agencies: Put checkout for IT support contracts and development invoices inside your software, keeping payment events connected to customer and operating records. Embed card and ACH payments in your product so customers onboard and get paid without leaving your software. Partner with Roots to add payments to the apps you build.
  • Choose between referral, ISV and payfac-style models
  • Support API integration
  • Set up onboarding and risk rules

Embedded Payments questions

Questions IT provider firms ask about billing and payments.
It lets customers accept or make payments inside your product. Roots helps design onboarding, checkout and reporting around the platform workflow.
The payment partner handles merchant approval and processing. Roots coordinates the introduction and implementation so the experience fits your product.
Bring your platform workflow, merchant types and payment volume. Roots uses these details to plan the workflow for software development agencies 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 software development agencies solutions