Route accounting integration

Payments are only half the job. Route Sales & DSD also need each payment posted to the right account, invoice or record automatically. Collections post to your route accounting system. Roots scopes, builds and supports the integration.
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Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for route sales & direct store delivery

How each solution supports route sales & direct store delivery

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

Mobile Payments

For route sales & direct store delivery: Collect payments for wholesale orders, trade invoices and delivery charges away from a fixed counter, with transactions recorded against the sale or job. Mobile payments let route sales and direct store delivery operations take cards on a phone, tablet or handheld terminal wherever the work happens. Handhelds that work offline and sync collections to route accounting. Roots provisions devices on your merchant account and supports them nationwide.
  • Choose devices for your drivers, reps or volunteers
  • Set up user logins and permissions per device
  • Train field staff
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Tap to Pay on Phone

For route sales & direct store delivery: Take contactless payments for wholesale orders, trade invoices and delivery charges on a supported phone while serving customers on the move. Tap to pay turns a compatible smartphone into a contactless terminal, so route sales and direct store delivery operations can accept cards and wallets with no extra hardware. No extra device for drivers. Roots enables tap to pay on your merchant account and helps you roll it out to staff phones.
  • Check device compatibility for your team
  • Enable and provision staff logins
  • Train staff on the payment flow
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ACH Payments

For route sales & direct store delivery: Offer bank-account payments for wholesale orders, trade invoices and delivery charges, with authorization and invoice matching built into the workflow. ACH lets route sales and direct store delivery operations collect deliveries, pre-sell orders and COD directly from a payer's bank account, usually at a lower cost than cards on larger payments. Stores authorize ACH on each delivery. Roots sets up ACH with authorization language and fraud controls that meet Nacha's rules.
  • Write compliant authorization language for store owners
  • Set up account verification and return monitoring
  • Help you meet Nacha's 2026 fraud-monitoring requirements
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Transfer initiated

$5,395.00 · ref ACH-7731

Custom Payment Integration

For route sales & direct store delivery: Connect the payment flow for wholesale orders, trade invoices and delivery charges with your software and the operational records behind purchase orders, invoice lines and shipment references. Payments are only half the job. Route Sales & DSD also need each payment posted to the right account, invoice or record automatically. Collections post to your route accounting system. Roots scopes, builds and supports the integration.
  • Map how payments should post in your system
  • Build, test and host the integration
  • Support and maintain it as systems change

Square Point of Sale

For route sales & direct store delivery: Bring wholesale orders, trade invoices and delivery charges into a point-of-sale workflow, with reporting organized around purchase orders, invoice lines and shipment references. Square Point of Sale is free to download and turns a phone or tablet into a point of sale, so route sales and direct store delivery operations can take deliveries, pre-sell orders and COD in person. Owner-operators take payments on Square POS and Tap to Pay on iPhone. Roots Payments, an independent Square Reseller, helps you choose a plan, configure items and staff access, and train your team.
  • Recommend the right Square plan and devices for how route sales and direct store delivery operations actually take payments
  • Build the item library for deliveries, pre-sell orders and COD, with taxes, discounts and categories set up correctly
  • Configure team permissions, receipts and reporting, then train staff and volunteers
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Custom Payment Integration questions

Questions distributor finance teams ask about B2B payments.
A project can connect checkout, payment status, refunds or reconciliation to your business software. Roots scopes the required data flow and builds the agreed connection.
We map the workflow, review API or file documentation and define acceptance checks. You receive a project scope and quote before development starts.
Bring your software documentation, payment workflow and reporting files. Roots uses these details to plan the workflow for route sales & direct store delivery 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 distributor payments specialistAll route sales & direct store delivery solutions