BatchOut for Business Consultants: The Plan Runs Through the Counter.

You find the costs and fix the operation. We handle the payments and point of sale side of the plan.

Become a Referral Partner

Business Consultants and Fractional CFOs

8
Processors in the lineup
50 states
Installation and support
3 ways
Free, lease or buy hardware
12
Business types mapped
Why your clients need it

Every Cost Review Reaches the Card Line.

Four engagements where payments decide part of the result.

The cost review

The processing statement is a cost line the owner has never compared.

The new location

A second site needs the counter, the menu and the reporting to match the first.

The operations fix

Orders, tips and inventory live in different places, and the owner manages by spreadsheet.

The cash discount decision

The plan weighs passing card costs to customers inside the rules.
How the referral works

Introduce the Business. We Handle the Rest.

01

Introduce the business

Send a name and a number. The owner sends us their processing statement directly.

02

We match the system

We map how the business takes money, then match it to Square, Clover, NCR, Genius or the rest of the lineup.

03

We install and support it

Hardware free, leased or bought outright, installed anywhere in the country, with a support team that answers.

04

Ask about compensation

Ask us how referral compensation works for your profession, and check your own licensing rules first.

Become a Referral Partner
What we set up

One Team From Statement to Install.

Matched to the way the business takes money.

The processor

Square, Clover, Genius, BillerGenie, NCC, NCR, RMH and Order Counter, matched to the business.

The hardware

A free device for qualifying volume, a lease, or bought outright.

The install and support

Installed anywhere in the country, with a support team that answers.

See the setup for each business type.

The rules for your profession

Your Own Rules Come First.

Any license you hold brings its own rules on referral fees with it.

  • If you hold a CPA, real estate, insurance or other license, check what it says about referral fees before you accept one.
  • Tell the client you are paid for the introduction. It protects the relationship you depend on.
  • You make the introduction. We present the options and the pricing to the owner ourselves.
  • Ask us how referral compensation works for your profession.

A summary for orientation, not legal advice. Your licensing board and counsel have the final word.

Commonly Asked Questions

A consultant or fractional CFO referral partner introduces a client to BatchOut, Batch Group's payments and point-of-sale division, when the plan calls for new processing or a new system.

What does BatchOut set up?
Payment processing and point of sale. BatchOut offers Square, Clover, Genius, BillerGenie, NCC, NCR, RMH and Order Counter, and matches each business to the processor that fits it. Hardware can be a free device for qualifying volume, a lease, or bought outright, and installation is nationwide.
Can a business pass card costs on to customers?
Often, within the rules. A cash discount is protected by federal law. New Jersey caps a surcharge at what processing actually costs and requires it to be disclosed before the customer is charged, and Visa caps a surcharge on credit at the merchant's rate or 3%, whichever is lower.
How are referral partners paid?
Ask us how referral compensation works for your profession, and check your own licensing rules first. If you hold a license, its rules on referral fees apply to you.
Can I go further than referrals?
Yes. Agents and sales offices who want to sell under their own brand can apply to the Batch Group Sub ISO Program, a white-label merchant services program run on Batch's ISO registration and sponsor bank. It is selective, with real monthly minimums.
Referral partners

Bring Us the Plan. We Will Handle the Counter.

One introduction, the right processor for the business, and hardware installed and supported anywhere in the country.

Become a Referral Partner
Become a referral partner