Stratamize
INVOICING
Emailed pay-by-link invoices
Emailed invoices with a pay-online link.
PROFESSIONAL SERVICES
Payment processing & merchant accounts for professional services
Professional firms bill by invoice, retainer, and milestone. We set up acceptance built around sent invoices and recurring retainers, so getting paid is not a second job.
WHAT WE OFFER
The payment setup this business actually wants
Honest pricing, modern hardware, and a local rep — matched to how your business takes money. Start with a free statement review.
RETAINERS
Recurring retainer billing
Recurring retainer and installment billing.
PRICING
Interchange-plus pricing
Interchange-plus pricing so you can see the network cost and our margin separately, instead of a blended rate that hides both.
DUAL PRICING
Dual pricing & cash discount
Dual pricing and cash-discount programs where they fit your customers and comply with the card brand rules and your state.
HARDWARE
Terminals, mobile & online
Countertop and handheld terminals, plus mobile and online acceptance, boarded to one account.
THE SOFTWARE
The point of sale, set up for you.
The same system we configure to your catalog and the way your business actually takes money — not a locked template.
STRAIGHT ANSWERS
Professional Services questions
Can clients pay an invoice online?
Yes. Invoices can carry a secure pay link so a client can settle by card without a phone call.
Can I bill a retainer on a schedule?
Yes. Recurring billing lets you charge a retainer or installment plan automatically with the client's authorization.
Do you keep trust or operating funds separate?
Deposits route to the account you designate; we help you set up the structure your practice requires.
FREE, NO OBLIGATION
Get your professional services statement review
Send a note and we'll reply with a secure way to share your statement. Never enter card, bank, or account numbers in this form.
Do not enter bank, identity, ownership, or underwriting documents in this form.