Professional services
Credit Card Processing for Marketing Agencies
Marketing agencies commonly invoice clients for retainers, campaign work or project milestones. Payment is often remote, though an agency may also take a card at a client meeting. We check how recurring and one-time charges are listed.
Credit card processing for marketing agencies starts with what you already pay. Send one recent statement and a person reads your merchant account for marketing agencies line by line. Free, with no obligation.
Short answer
Can a marketing agency get a merchant account?
Yes, most marketing agencies can. The processor reviews the business, the owner and processing history before approving an account; approval cannot be promised. Separate recurring retainers from campaign deposits and invoices for completed project milestones. Share one recent statement for a free review of your processing.
What businesses like yours need
What marketing agencies need from processing
- Recurring retainer billing
- Remote invoices for campaign or project work
- Deposits and milestone payments
- Card on file with client authorization
- Level 2 data when eligible business clients pay by card
Products that fit
Setup that tends to fit
Recurring billing paired with integrated invoicing can fit an agency with monthly retainers and project work. A virtual terminal can cover occasional phone payments or in-person meetings.
Not sure what you have now? Your statement shows it. Compare common systems on our POS system comparison.
- Payment links and invoicingText or email a link or invoice your customer pays online.
- ACH and e-checksBank to bank payments for invoices, rent and larger tickets.
- Recurring billingMemberships, rent, retainers and autopay on a schedule.
- Virtual terminalTake card payments over the phone from any browser.
What to check on your statement
We check these and every other line during a merchant statement analysis. New to statements? Read how to read a merchant statement.
- Card-not-present rates on client invoices
- Gateway fees for recurring billing and payment links
- Chargeback or retrieval fees on disputed campaign payments
Send one marketing agency statement. We read every line and tell you what each fee is.
Send your statement for a free reviewMarketing agencies: common questions
Can a marketing agency qualify for a merchant account?
Most do. The processor decides approval based on the business, the owner and processing history. We help find a fit, but we cannot promise approval.
What should I send for the free statement review?
Send one recent monthly statement with every page. Upload a PDF or clear photos on our contact page, and a person will read every line.
Can retainers be billed on a recurring schedule?
A recurring billing setup can support authorized regular charges. Confirm how billing changes and cancellations are handled.
How are project deposits handled?
A deposit can be charged as a separate payment and followed by a later balance. Your invoicing setup should make those entries easy to reconcile.
Send one statement. We read every line, free.
Upload one recent statement from your marketing agency. A person reads every fee and explains it in plain English. Free, no obligation.