Scope the engagement
Contracts and statements of work should clearly explain what the customer is buying and when it is delivered.
PROFESSIONAL SERVICES PAYMENTS
Payment processing for firms that sell expertise, not inventory.
Agencies, consultants and professional-service firms need payment workflows that make retainers, project fees, milestones and remote invoices easy to understand — for customers and underwriters.
WE REVIEW
Intangible service delivery
Remote / card-not-present payments
Retainers and recurring billing
High-value project invoices
Contracts and milestone billing
Refund and cancellation expectations
PAYMENTS AROUND THE WORKFLOW
Build the processing profile around how customers actually buy.
Better underwriting starts when the application explains the payment timing, delivery model, ticket size and customer agreement instead of forcing the business into a retail template.
Match the billing model
Upfront fees, milestones, retainers and recurring charges should be disclosed consistently across contracts and payment flows.
Keep authorization clear
Remote and recurring payments benefit from clear customer authorization and recognizable descriptors.
Document completion
Deliverables, approvals, communications and invoice records can matter if a dispute is filed later.
7STRMS performs business pre-screening and application support. Final live-processing approval is made by the applicable acquiring/payment provider.
COMMON SEARCHES
Built for the questions owners are already asking.
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FAQ
Know what to prepare.
Why can professional services receive extra merchant underwriting?
Intangible delivery, remote payments, recurring retainers and higher tickets can create more questions than a simple retail purchase.
Do contracts matter for payment processing?
Yes. They help explain the service, payment schedule, cancellation terms and how delivery is documented.
Can agencies and consultants use recurring billing?
Potentially, if the provider and merchant profile support it and recurring authorization/cancellation practices are acceptable.
Does 7STRMS guarantee merchant approval?
No. 7STRMS performs preliminary review; final live-processing approval belongs to the applicable provider.
START THE REVIEW
Start now Let the application explain the business.
No guaranteed approval claims. Just a clearer preliminary review and a path to the right provider process when the profile fits.