Marketing Agency Payment Processing

Agencies live on monthly retainers and project deposits, with some pass-through ad spend and freelancer or creator payouts. Recurring billing, ACH and payouts matter more than checkout.
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Payment solutions for marketing & creative agencies

How these solutions work for marketing & creative agencies

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

Square Invoices

For marketing & creative agencies: Send itemized invoices for campaign retainers and creative project invoices and track deposits, due dates and outstanding balances.
  • 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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Recurring Billing

For marketing & creative agencies: Schedule and manage payments for marketing retainers and software subscriptions, including renewals and customer account balances.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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ACH Payments

For marketing & creative agencies: Offer bank-account payments for campaign retainers and creative project invoices, with authorization and invoice matching built into the workflow.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$14,500.00 · ref ACH-7731

Merchant Account

For marketing & creative agencies: Arrange a processing account for campaign retainers and creative project invoices, with checkout methods matched to how customers pay.
  • 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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Level 2/3 Processing

For marketing & creative agencies: Include purchase-order references and itemized invoice data for business-card purchases of campaign retainers and creative project invoices.
  • 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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Payouts

For marketing & creative agencies: Distribute amounts owed to freelance creatives and campaign contractors, with payment references matched to campaign references, project budgets and retainer invoices.
  • Map who gets paid, when and how
  • Integrate payouts with your software
  • Set up recipient onboarding
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Multi-Currency Payments

For marketing & creative agencies: Collect campaign retainers and creative project invoices in the currencies your customers use and reconcile them against the original order or invoice.
  • Review where your clients pay from
  • Set up currencies and pricing
  • Integrate with invoicing
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Square Payment Links

For marketing & creative agencies: Share a checkout link for campaign retainers and creative project invoices through messages, email or your website.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Embedded Payments

For marketing & creative agencies: Put checkout for campaign retainers and creative project invoices inside your software, keeping payment events connected to customer and operating records.
  • Choose between referral, ISV and payfac-style models
  • Support API integration
  • Set up onboarding and risk rules
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Marketing & Creative Agencies we set up and support

Marketing & Creative Agencies payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Marketing Agencies, Marketing Agency Recurring Billing, Marketing Agency ACH Payments. 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 appointments, invoices, deposits and customer billing, then plan the changes your marketing & creative agencies 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 marketing & creative agencies workflows need to improve so we can scope a practical setup.

Payments for marketing & creative agencies, set up right

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