Payments for Solar Installers

Solar and energy upgrades are large, often financed, and frequently sold in the home. Roots sets up milestone invoicing and ACH for installers, and uses merchant accounts sized for large tickets when Square isn't the right fit.
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Transfer initiated

$13,500.00 · ref ACH-7731

How these solutions work for solar & home energy

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

ACH Payments

For solar & home energy: Offer bank-account payments for installation deposits, energy projects and equipment, with authorization and invoice matching built into the workflow.
  • Set up ACH on invoices and payment pages
  • Write authorization language
  • Explain return and settlement timing
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✓

Transfer initiated

$13,500.00 · ref ACH-7731

Merchant Account

For solar & home energy: Arrange a processing account for installation deposits, energy projects and equipment, with checkout methods matched to how customers pay.
  • Statement review and a pricing quote
  • Underwriting and application support
  • A named support contact after go-live
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Square Invoices

For solar & home energy: Send itemized invoices for installation deposits, energy projects and equipment and track deposits, due dates and outstanding balances.
  • 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
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Consumer Financing

For solar & home energy: Present financing options for installation deposits, energy projects and equipment alongside the purchase or service estimate.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Square Contracts

For solar & home energy: Document the scope, payment schedule and customer approval for installation deposits, energy projects and equipment before work begins.
  • 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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High-Risk Merchant Account

For solar & home energy: Present your model for installation deposits, energy projects and equipment to specialist processing partners, with product and fulfillment documentation prepared.
  • Prepare a strong application (processing history, refund policy, contracts)
  • Match you with a sponsor bank program that accepts your model
  • Ongoing chargeback-ratio monitoring
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Chargeback Management

For solar & home energy: Organize evidence for disputed installation deposits, energy projects and equipment, including customer authorizations, delivery details and service records.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Square Point of Sale

For solar & home energy: Bring installation deposits, energy projects and equipment into a point-of-sale workflow, with reporting organized around project milestones, equipment invoices and deposit balances.
  • Choose the Square plan and hardware that fit your counter, trucks or bays
  • Import your catalog and customer list and set team permissions
  • Configure taxes, discounts, receipts and (if you use them) tips
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Recurring Billing

For solar & home energy: Schedule and manage payments for maintenance plans and phased installation charges, including renewals and customer account balances.
  • Design plan structures and billing dates
  • Set up clear authorization and cancellation terms
  • Import existing autopay customers where permitted
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Solar & Home Energy payment questions

Start with the workflows your business needs. Options on this page include ACH Payments for Solar Installers, Customer Financing for Solar Installers, Solar Installers Merchant Accounts. 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 job estimates, deposits, field payments and final invoices, then plan the changes your solar & home energy 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 solar & home energy workflows need to improve so we can scope a practical setup.

Payments for solar & home energy, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.