Estimates, deposits and invoices for smart home and AV integrators, set up right

Collect an equipment deposit at signing and bill rough-in and trim-out milestones. Square Invoices sends estimates and invoices by email, SMS or a shareable link and tracks what's paid, unpaid or overdue. Roots configures the templates, payment schedules and reminders around how you bill.
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Payment solutions for smart home & home theater integrators

How each solution supports smart home & home theater integrators

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

Square Invoices

For smart home & home theater integrators: Send itemized invoices for security installations, service calls and equipment and track deposits, due dates and outstanding balances. Collect an equipment deposit at signing and bill rough-in and trim-out milestones. Square Invoices sends estimates and invoices by email, SMS or a shareable link and tracks what's paid, unpaid or overdue. Roots configures the templates, payment schedules and reminders around how you bill.
  • Build your service catalog, tax settings and branded invoice and estimate templates
  • Set up deposit and milestone schedules that match your contracts and any state limits you operate under
  • Connect Square to QuickBooks Online or Xero so paid invoices reconcile automatically

Square Contracts

For smart home & home theater integrators: Document the scope, payment schedule and customer approval for security installations, service calls and equipment before work begins. A signed scope protects smart home and AV integrators when a customer disputes a charge later. Square Contracts builds contracts with e-signature that attach to Square estimates, invoices and appointments, free of charge.
  • Adapt Square's templates to your scope, change-order and warranty language
  • Attach contracts to estimates and bookings automatically
  • Coordinate with your attorney on state-specific terms
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Recurring Billing

For smart home & home theater integrators: Schedule and manage payments for monitoring plans and maintenance contracts, including renewals and customer account balances. Bill monthly remote-support plans automatically. Recurring billing charges a saved card or bank account on a schedule, with retries when a payment fails.
  • Design plan structures and billing dates
  • Set up clear authorization and cancellation terms
  • Import existing autopay customers where permitted
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ACH Payments

For smart home & home theater integrators: Offer bank-account payments for security installations, service calls and equipment, with authorization and invoice matching built into the workflow. Typical tickets for smart home and AV integrators run $1,000 to $100,000. On the larger ones, ACH costs far less than a card. ACH moves money straight from the customer's bank account, which usually costs far less than a card on a large invoice.
  • Set up ACH on invoices and payment pages
  • Write authorization language
  • Explain return and settlement timing
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Credit Card Surcharging

For smart home & home theater integrators: Plan credit-card surcharge disclosures for security installations, service calls and equipment, keeping eligible card payments distinct at checkout. Typical tickets for smart home and AV integrators run $1,000 to $100,000. Where it's allowed, a compliant surcharge offsets card costs on the larger ones. A surcharge adds a disclosed fee to credit card payments only. Visa caps it at 3% or your cost of acceptance, whichever is lower, and some states ban or cap it.
  • Check your states and card mix before you start
  • Configure terminals, invoices and receipts
  • Provide compliant signage and invoice language
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Merchant Account

For smart home & home theater integrators: Arrange a processing account for security installations, service calls and equipment, with checkout methods matched to how customers pay. Typical tickets for smart home and AV integrators run $1,000 to $100,000, and a merchant account's limits and pricing can be set for that range. A dedicated merchant account gives you custom pricing and processing limits set during underwriting. Roots uses it when Square isn't the right fit.
  • Statement review and a pricing quote
  • Underwriting and application support
  • A named support contact after go-live
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Square Invoices questions

Questions security installer owners ask about getting paid in the field.
Square Invoices lets customers receive and pay invoices. Roots helps configure invoice templates, payment collection and reconciliation.
We review deposits, payment schedules and customer reminders, then configure the invoice workflow around how you bill.
Bring your invoice templates, deposit rules and payment schedule. Roots uses these details to plan the workflow for smart home & home theater integrators and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. Consultations and payment reviews are free.

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Talk to a security installer payments specialistAll smart home & home theater integrators solutions