Simple Payment Solutions for Professional Service Firms
Consultants, accountants, attorneys, and agencies — get paid faster with easy invoicing, ACH payments, and secure card storage.
Common Pain Points
Service firms face unique payment challenges. These are the ones we solve every day.
Chasing Unpaid Invoices
You delivered the work, but getting paid takes weeks. Manual invoicing and payment follow-ups waste valuable time.
Scattered Payment Systems
Checks, bank transfers, card payments — managing multiple payment methods across clients creates reconciliation nightmares.
Security Concerns with Card Storage
Keeping client card information on file feels risky. You need a secure, compliant way to store payment methods for retainers and recurring work.
High Fees on Low Margins
Professional services often have tight margins. Paying 3-4% on every invoice cuts deep into your profitability.
How Cloud9 Solves It
Online invoicing, recurring billing, ACH payments, and secure card storage — built for how you work.
Send Invoices, Get Paid Online
Email professional invoices with a "Pay Now" button. Clients pay instantly by card or ACH — no more chasing payments.
Recurring Billing Made Easy
Set up retainer clients on automatic billing. Cards on file charge monthly, and you get paid without lifting a finger.
PCI-Compliant Card Storage
Securely store client payment methods in our vault. Tokenized data means you can charge cards without security risk.
Low-Cost ACH Payments
Accept bank transfers for just pennies per transaction. Perfect for larger invoices where credit card fees would hurt.
Your Onboarding Experience
Simple setup, minimal disruption, and a system that pays for itself from day one.
Step 1: Pre-Onboarding Planning
We review your current payment workflows, invoicing needs, and recurring billing requirements to design the right solution.
Step 2: System Configuration
Set up your virtual terminal, invoicing templates, recurring billing schedules, and ACH acceptance. Connect to QuickBooks or your accounting software.
Step 3: Training & Go-Live
Walk through every workflow with your team — sending invoices, processing payments, managing card-on-file, and running reports.
Step 4: Post-Go-Live Optimization
Follow-up within 48 hours and a 30-day review to refine invoice templates, adjust billing schedules, and ensure accounting integrations are syncing correctly.
Recommended Equipment
Virtual terminals and portable devices designed for professional service workflows.
Virtual Terminal
Virtual Terminal
Ideal for
- Invoice payments
- Phone orders
- Recurring billing
Key features
- Process from any browser
- Email invoices with payment links
- Recurring billing and card-on-file
- ACH / eCheck acceptance
Clover Flex
Flex
Ideal for
- Client meetings
- On-site service
- Events
Key features
- Portable card acceptance
- Professional appearance
- All payment types
- Digital receipts
What Service Firms Say
Very happy with my experience! All my issues were resolved very quickly and I would highly recommend.
Frequently Asked Questions
Solutions for Professional Services
Explore the Cloud9 solutions that help service firms get paid faster and more efficiently.
Dual Pricing Programs
Automatically offer cash and card pricing at checkout. Can eliminate processing costs entirely.
Learn morePOS & Software Consulting
Expert Clover POS setup, menu building, workflow design, on-site installation, and staff training.
Learn moreQB & ERP Integrations
Connect payments and POS to QuickBooks and ERP systems. Automate reporting, reduce manual entry.
Learn moreSimplify Your Payment Collection
Stop chasing invoices. Get a free consultation on invoicing, recurring billing, and ACH payments.
Call or Text: 1-855-297-6722