Payments built around professional services workflows.
Offer convenient invoice and remote-payment paths while keeping the client experience polished.
The payment moment is part of the operation.
Professional-service payments should preserve a polished client experience across retainers, invoices, consultations, and recurring engagements. The payment method should match the firm’s billing practice.
Virtual terminal
Consider invoice cadence, ticket size, client expectations, and reconciliation.
ACH options
Consider invoice cadence, ticket size, client expectations, and reconciliation.
Recurring billing
Consider invoice cadence, ticket size, client expectations, and reconciliation.
Connect checkout, reporting, and support.
Checkout experience
Offer clear hosted or office-based payment choices suited to the engagement.
Reporting needs
Align payment records with invoices, clients, and service categories.
Security
Use access controls and provider-hosted tools for card-not-present payments.
Online and mobile
Evaluate invoicing, ACH, recurring billing, and payment links separately.
Questions for professional services merchants
Next step