Industries
Professional Services
Professional services don't have a counter. The payment system is invoices, retainers and card on file — and it should be effortless for the client.
Industries
What matters day to day
Invoices
Professional, branded, paid online in one click.
Retainers
Recurring monthly billing without re-invoicing.
Card on file
Charge approved work without asking again.
Deposits
Percentage up front before work begins.
Payment plans
Split larger engagements into scheduled charges.
Tracking
Sent, viewed, paid and overdue in one view.
Make paying you the easy option
An emailed PDF with wire instructions gets paid in forty days. An invoice with a pay-now button gets paid in a week. That difference is your cash flow.
Retainers beat project billing for cash flow
Recurring billing on an ongoing scope removes the monthly invoicing ritual and makes revenue predictable.
- Automatic monthly charge
- Card on file with consent
- Scope stated on the invoice
- Automatic receipts
Reminders without the awkward email
Automatic reminders at seven and fourteen days handle the follow-up so you don't have to write it.
Clover or Square
Clover or Square?
We sell both, so the recommendation comes from your workflow instead of our inventory.
Clover
Invoicing and virtual terminal tied to your merchant account and customer records.
Explore Clover →Square
Square Invoices covers estimates, recurring billing, payment plans, card on file and reminders.
Explore Square →FAQ
Questions we get
Do I need any hardware?
No. Invoicing and virtual terminal work in a browser.
Can clients pay by ACH?
Availability varies by platform. We'll confirm what's offered before you commit.
Can I bill the same amount monthly?
Yes, recurring invoices or card on file handle it automatically.
Free consultation
Set Up Client Billing
Tell us how your business runs. We'll come back with a straight recommendation — including telling you if what you already have is fine.
Prefer to talk? Book a 15-minute call. Based in Southeast Wisconsin. Working with businesses nationwide.
Equipment at no cost, free setup, no long-term contract.
- No long-term contract
- Equipment at no cost
- Free setup
- Ongoing support
Locally owned since 2000 · owner-run in Southeast Wisconsin. What’s included →
Related
Keep reading
Start with a conversation.
Tell us how your business runs. We'll help you figure out what actually fits — Clover, Square or a specific configuration of either.