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Get paid faster with effortless invoicing in Plannit

Send invoices faster, get paid sooner, and automate the chasing — Plannit Pay, recurring invoices, and a 24/7 payment portal.

Written by Brigitte Chouinard

Home service pros can spend up to 10 hours a week on billing, chasing payments, and reconciling what came in. Plannit turns invoicing from a time sink into a revenue engine — faster for you to send, easier for your customers to pay.

Animated demo of Plannit's invoicing flow: creating an invoice, sending it, and the customer paying online

From recurring invoices to automatic payment matching, here is how Plannit keeps the cash flowing with far less effort on your part.

Why you’ll love it

  • Get paid faster — customers pay online with a single click, in-person, or on a schedule you set.

  • Bill on autopilot — recurring invoices and quote-to-invoice conversion mean less manual work.

  • Stop chasing — automated reminders follow up so you don’t have to.

Save time on every invoice

  • Invoice templates — build a template once, reuse it in seconds for similar jobs.

  • Recurring invoices — automatically bill long-term clients on a set schedule.

  • Quote-to-invoice — when a quote is approved, the invoice is generated automatically — no re-keying.

  • SMS or email delivery — send invoices whichever way your customer prefers.

Get paid without the hassle

  • Plannit Pay — payments and invoices are automatically matched and accounted for.

  • Payment schedules — set terms that fit the job and let Plannit track what’s due.

  • Self-serve customer portal — your customers pay you online 24/7 or in person, at their convenience.

  • Automated reminders — gentle nudges go out on schedule, eliminating manual follow-ups.

Keep the momentum going

Once invoicing runs itself, make the rest just as effortless: win more contracts with Plannit quotes, print a whole batch of invoices in one go, and save your filtered lists as views so your most-used invoice lists are always one tab away.

Spend less time billing and more time growing — that is invoicing with Plannit.

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