Lower costs on business cards for recruiting firms

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 corporate cards.
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Payment solutions for recruiting & executive search firms

How each solution supports recruiting & executive search firms

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

Square Invoices

For recruiting & executive search firms: Send itemized invoices for staffing invoices and placement fees 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. Retained-search installments and placement invoices. 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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ACH Payments

For recruiting & executive search firms: Offer bank-account payments for staffing invoices and placement fees, 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 placement fees.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$23,885.00 · ref ACH-7731

Level 2/3 Processing

For recruiting & executive search firms: Include purchase-order references and itemized invoice data for business-card purchases of staffing invoices and placement fees. 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 corporate cards.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions

Merchant Account

For recruiting & executive search firms: Arrange a processing account for staffing invoices and placement fees, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your recruiting firm, with pricing you can read and a person to call. B2B pricing for large tickets.
  • 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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Credit Card Surcharging

For recruiting & executive search firms: Plan credit-card surcharge disclosures for staffing invoices and placement fees, keeping eligible card payments distinct at checkout. A surcharge program adds a disclosed fee to credit card payments to offset processing costs. Credit card surcharges where allowed. Roots configures card detection so debit and prepaid cards are never surcharged.
  • Check your state's rules
  • File required notice with card networks through your acquirer
  • Configure terminals, invoices and receipts
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Level 2/3 Processing questions

Questions staffing 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 recruiting & executive search firms 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 staffing agency payments specialistAll recruiting & executive search firms solutions