Lower costs on business cards for marketing agencies

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.
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Payment solutions for marketing & advertising agencies

How each solution supports 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
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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
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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
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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

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
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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
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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
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Level 2/3 Processing questions

Questions agency firms ask about billing and payments.
Business card payments can include additional invoice and line-item information. Roots reviews your transaction data and processing setup to plan the required fields.
No. We review the actual card mix and processing results with your processing partner, then compare the effect on your statement.
Bring your business-card mix, invoice fields and transaction line-item data. Roots uses these details to plan the workflow for marketing & advertising 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 agency payments specialistAll marketing & advertising agencies solutions