Marketing & Advertising Agencies Payments

Marketing agencies bill monthly retainers, and sometimes pass-through ad spend, to business clients, and pay freelancers and creators.
Talk to an agency payments specialistExplore marketing & creative agencies solutions

Payment solutions for marketing & advertising agencies

How these solutions fit marketing & advertising agencies

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

Square Invoices

For marketing & advertising agencies: Send itemized invoices for campaign retainers and creative project 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. Recurring retainer invoices with card or ACH on file. 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
Explore this solution

Recurring Billing

For marketing & advertising agencies: Schedule and manage payments for marketing retainers and software subscriptions, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Automatic retainer billing.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
Explore this solution

ACH Payments

For marketing & advertising agencies: Offer bank-account payments for campaign retainers and creative project 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 retainers and ad spend.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
Explore this solution
✓

Transfer initiated

$14,500.00 · ref ACH-7731

Level 2/3 Processing

For marketing & advertising agencies: Include purchase-order references and itemized invoice data for business-card purchases of campaign retainers and creative project 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 clients' commercial cards.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions
Explore this solution

Payouts

For marketing & advertising agencies: Distribute amounts owed to freelance creatives and campaign contractors, with payment references matched to campaign references, project budgets and retainer invoices. Pay out agents, contractors, owners or providers from one dashboard or API. Pay freelancers and creators through licensed partners. Roots Payments is not a bank or money transmitter.
  • Map who gets paid, when and how
  • Integrate payouts with your software
  • Set up recipient onboarding
Explore this solution

Multi-Currency Payments

For marketing & advertising agencies: Collect campaign retainers and creative project 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
Explore this solution

Merchant Account

For marketing & advertising agencies: Arrange a processing account for campaign retainers and creative project invoices, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your marketing agency, with pricing you can read and a person to call. MCC 7311 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
Explore this solution

Marketing & Advertising 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 & advertising 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 & advertising agencies workflows need to improve so we can scope a practical setup.

Let’s set up payments for your marketing & advertising agencie business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
Talk to an agency payments specialistExplore marketing & creative agencies solutions