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SPECIALTY · PROFESSIONAL SERVICES

Payment Processing for Professional Services

Send an invoice, get paid by card or link, and see it land in your books. Less time chasing receivables, more time on client work.

BILLING

Built for How Firms Bill

Invoices with a pay button

Clients pay from the invoice by card, so there’s no check to wait for.

Retainers and deposits

Collect the retainer before work begins and bill against it.

Recurring billing

Monthly advisory, bookkeeping and maintenance fees charged automatically.

Payment links

Text or email a secure link for one-off work.

Phone payments

Key in a card from your desk with a virtual terminal.

Payments That Sync With Your Books

Card payments can sync with QuickBooks so deposits match invoices without manual entry. For firms with a lot of receivables, automated invoicing and reminders through Biller Genie follow up on overdue invoices so your staff doesn’t have to.

WHO WE SERVE

Professional Firms We Work With

Accounting and bookkeeping

Recurring monthly fees and tax-season invoices.

Consultants and agencies

Project deposits, milestones and retainers.

Legal practices

Invoice payments and retainers, set up so earned and unearned funds stay separate. Ask us about your trust account requirements.

Architects, engineers and IT firms

Larger business-to-business invoices, often paid with corporate cards.

Professional Services Payment FAQs

Can clients pay invoices online?

Yes. Each invoice can include a secure pay button, and you can send payment links by email or text.

Can we pass on the cost of card acceptance?

Depending on your state and card brand rules, options include a dual pricing or surcharge program. We’ll walk through what applies to your firm.

Do we need hardware?

Usually not. Most firms take payment online or by phone. If you see clients in person, a Clover Mini or Flex covers the front desk.

Many of our clients pay with corporate cards. Does that matter?

Yes. Passing invoice and tax details with commercial card payments can lower the interchange rate on eligible cards. Learn about B2B processing.

Get paid for the work you’ve done.

Tell us how you bill today and we’ll build the invoicing, recurring billing and pricing around it.