Professional Services |

Payment Circle

PROFESSIONAL SERVICE PAYMENTS

Payment Processing for Professional Service Firms

Professional service businesses may collect consultation fees, deposits, retainers, project payments, recurring charges, or invoices. Payment Circle helps eligible firms explore merchant accounts, virtual terminals, payment gateways, ACH, and recurring-payment options suited to their billing workflow.

Review Professional Payment Options →
Client InvoicePayment Due
Payment OptionsCard / ACH*

Payment Methods Around the Way You Bill Clients

InvoicesOffer eligible card or ACH payment options for client invoices when supported.
RetainersDiscuss recurring or scheduled billing for eligible ongoing client relationships.
Remote PaymentsUse a compatible virtual terminal for authorized card-not-present transactions where permitted.
EngagementPaymentDelivery

Keep the Client Payment Record Clear

  • Describe services and billing terms clearly
  • Use recognizable billing information
  • Send receipts or invoice confirmations
  • Keep signed agreements and delivery records where relevant
  • Maintain accessible customer-service and refund processes

Professional Services Payment FAQs

01What payment methods can professional service firms offer?+
Depending on eligibility and provider support, firms may offer card payments, payment gateway transactions, virtual terminal payments, recurring billing, ACH, and other compatible methods.
02Can professional services accept payments by invoice?+
Yes, eligible businesses may use card or ACH options for invoices depending on the provider, account configuration, and customer authorization.
03Can firms accept retainers or recurring fees?+
Recurring billing or repeat-payment tools may be available for eligible retainer and ongoing-service models.
04What does underwriting review?+
Providers may review the type of service, average ticket, expected volume, delivery timing, billing terms, refund practices, business history, processing statements, and other information.

Build a Payment Setup Around Your Client Workflow

Tell Payment Circle how your firm bills, your average transaction size, expected monthly volume, and preferred payment methods.

Discuss My Firm →