Professional Services

Payment processing for firms that bill on relationships

Retainer billing, branded invoicing, and recurring payment schedules — with interchange-plus pricing that saves more on every high-ticket transaction.

Built for professional services

Professional services firms — law offices, accounting practices, consultants, agencies — typically deal with larger invoices, recurring clients, and payment schedules that don't fit a standard retail checkout.

You need a system that handles retainer deposits, monthly billing cycles, and ad-hoc invoices without cobbling together three different tools. And when your average transaction is $500+, the pricing model matters a lot. Interchange-plus can save 25-40% compared to PayPal or Stripe on transactions that size.

Features for professional services

Branded invoicing

Send professional invoices with your logo, line items, and a secure pay link. Clients pay in two clicks.

Recurring billing and retainers

Charge monthly retainers or project installments automatically. Cards on file, scheduled billing, failed payment alerts.

Virtual terminal

Take payments over the phone during client calls. Key in the card, process the charge, send the receipt.

Trust account compatibility

For law firms that need separate trust and operating account deposits — Clearo can configure your payment flow to route funds appropriately.

Free Consultation

Let's talk about your payments

Tell us a bit about your business and how you currently take payments. A Clearo rep will reach out within one business day with a personalized recommendation — no generic pitch, no pressure.

If we can save you money and improve your setup, we'll show you exactly how. If we can't, we'll tell you that too.

No cancellation fees — ever
Dedicated rep, not a call center
Most setups live in 2–5 business days
Free statement review included