Waiting on cheques, chasing late payments, and reconciling what came in by hand all eat into your week. Plannit Pay lets you accept and track payments right inside Plannit — so you get paid faster, with far less admin.
Why you’ll love it
Get paid faster — customers pay online or on site in seconds, instead of mailing a cheque.
Less admin — invoice statuses update automatically as payments are processed.
Cleaner books — payment tracking and reconciliation are simplified right in your reports.
What Plannit Pay lets you do
Once Plannit Pay is activated in the Payments section of your settings, you can:
Accept payments online or on site, depending on your operational needs.
Offer multiple payment methods to your customers.
Let repeat customers securely save their payment information for future authorized payments.
Offer a tipping option when the feature is enabled.
Reduce manual follow-ups and the delays that come with cheque payments.
Automatically update invoice statuses as payments are processed.
Simplify payment tracking and reconciliation in your reports.
Available payment methods, processing times, and certain features may vary depending on your account configuration.
Learn more
To understand how payments work, which methods are available, and how to turn it on:
For help with your configuration:
Keep the momentum going
Plannit Pay works best as part of the full billing flow: get paid faster with effortless invoicing, win more contracts with Plannit quotes, and let approved quotes turn into paid invoices automatically.
Accept payments, cut the admin, and get paid faster — that is Plannit Pay.