Payment plans and recurring billing for fertility clinics

Automate recurring card and ACH charges for memberships, retainers and payment plans. Automate annual or monthly cryostorage fees.
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Payment solutions for fertility clinics & ivf centers

How each solution supports fertility clinics & ivf centers

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

Square Invoices

For fertility clinics & ivf centers: Send itemized invoices for patient balances, copays and consultation charges 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 split a cycle into consult, medication-start and retrieval payments. 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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Merchant Account

For fertility clinics & ivf centers: Arrange a processing account for patient balances, copays and consultation charges, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your fertility clinic, with pricing you can read and a person to call. Limits sized for cycle payments, under a health care MCC so eligible HSA/FSA cards approve.
  • 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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ACH Payments

For fertility clinics & ivf centers: Offer bank-account payments for patient balances, copays and consultation charges, 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 five-figure cycle payments saves hundreds per cycle.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Recurring Billing

For fertility clinics & ivf centers: Schedule and manage payments for care memberships and scheduled patient installments, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Automate annual or monthly cryostorage fees.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

Chargeback Management

For fertility clinics & ivf centers: Organize evidence for disputed patient balances, copays and consultation charges, including customer authorizations, delivery details and service records. Roots coordinates chargeback-management services to help your business handle disputes and organize responses.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Text to Pay

For fertility clinics & ivf centers: Send a payment request for patient balances, copays and consultation charges by text so customers can pay against a specific order or invoice. Text-to-pay sends a secure payment link by SMS, so patients can pay a balance from their phone in seconds. Text patients a link for medication and monitoring balances.
  • Write compliant message templates with opt-in language
  • Integrate with your billing system
  • Set reminder cadences
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Custom Payment Integration

For fertility clinics & ivf centers: Connect the payment flow for patient balances, copays and consultation charges with your software and the operational records behind patient invoices, copays and appointment balances. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Connect payments to your fertility EMR.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Recurring Billing questions

Questions medical practice teams ask about patient 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 fertility clinics & ivf centers 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.

Ready to talk it through?

Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to a medical practice payments specialistAll fertility clinics & ivf centers solutions