Payment plans and recurring billing for DME and medical supply businesses

Automate recurring card and ACH charges for memberships, retainers and payment plans. Automate CPAP and diabetic supply resupply orders.Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

How each solution supports medical equipment & supply stores

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

Square Point of Sale

For medical equipment & supply stores: Bring patient balances, copays and consultation charges into a point-of-sale workflow, with reporting organized around patient invoices, copays and appointment balances. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. Showroom checkout for mobility aids and supplies. Roots Payments, an independent Square Reseller, configures it around how your medical supply store actually checks patients out.
  • Map your services, fees and products into the Square item library before your first patient
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
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Square Inventory

For medical equipment & supply stores: Track practice retail products and take-home supplies with item-level stock records and replenishment workflows. Square's item library tracks products, stock and sales across your POS and online store, and Square for Retail features add deeper inventory tools. Track large supply catalogs with variations and barcodes. Roots imports your catalog and sets up counts and alerts.
  • Import and clean up your product catalog
  • Set stock counts, low-stock alerts and categories
  • Configure barcode scanning and labels
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Merchant Account

For medical equipment & supply stores: 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 medical supply store, with pricing you can read and a person to call. Underwriting for a mix of retail, prescription and facility sales.
  • 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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E-commerce Payments

For medical equipment & supply stores: Add online checkout for patient balances, copays and consultation charges, with order references carried through payment and fulfillment. Accept cards and ACH on your website or portal through hosted pages or an API integration. Online checkout for prescription resupply with documentation checks, on a partner-provided account arranged by Roots.
  • Design the checkout flow
  • Integrate with your website platform
  • Configure fraud rules
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Recurring Billing

For medical equipment & supply stores: 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 CPAP and diabetic supply resupply orders.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

Level 2/3 Processing

For medical equipment & supply stores: Include purchase-order references and itemized invoice data for business-card purchases of patient balances, copays and consultation charges. When your clients pay with corporate or purchasing cards, sending Level 2 and Level 3 data can qualify those payments for lower interchange. Lower costs when facilities pay with purchasing 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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Square for Retail

For medical equipment & supply stores: Connect practice retail products and take-home supplies to a retail catalog, stock tracking and customer purchase history. Square pitches its retail POS as a way to "sell more and stay stocked with a POS designed for retail." Real-time stock, barcode checkout and vendor purchase orders cover the day-to-day of most medical supply stores. Roots Payments, an independent Square Reseller, sets it up and supports it for medical supply stores.
  • Recommend the Square plan and device mix for your store size and number of locations
  • Import and clean your catalog: SKUs, variants, barcodes, categories, taxes and vendor costs
  • Set up employee roles, passcodes and permissions before launch
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Square Hardware Setup

For medical equipment & supply stores: Choose and configure Square checkout equipment for patient balances, copays and consultation charges, including counter, mobile and staff workflows. A countertop Register with a scanner and cash drawer, plus a Handheld for the floor, covers most medical supply stores. Square offers a two-screen Register, a pocketable Handheld with a built-in barcode scanner, the all-in-one Terminal, the iPad-based Stand and a Register Retail Kit with printers, scanners and a cash drawer. We spec, install and test every device.
  • Spec the device mix by lane count, floor size and mobile needs
  • Pair scanners, label printers, receipt printers, scales and cash drawers
  • Set up networking, including a wired backup for the countertop
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ACH Payments

For medical equipment & supply stores: Offer bank-account payments for patient balances, copays and consultation charges, with authorization and invoice matching built into the workflow. Large orders and trade accounts at medical supply stores cost far less to collect by ACH than by card. Roots Payments sets it up for medical supply stores and supports it after launch.
  • Set up ACH authorization forms and flows
  • Connect ACH to invoices
  • Set return-handling rules
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Transfer initiated

$464.00 · ref ACH-7731

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 medical equipment & supply stores 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.