Skip to main content

4 ways Plannit gets you paid faster

Four built-in Plannit levers that get you paid faster: a 24/7 customer portal, automatic payment recording, automated reminders, and pre-authorized payments.

Written by Brigitte Chouinard

Chasing late invoices and reconciling payments by hand costs you time and money. Plannit gives you four built-in levers that shorten the gap between finishing the job and seeing the money in your account — while making it effortless for your customers to pay.

Animated demo of a customer paying an invoice online through the Plannit customer portal

Here are the four ways Plannit helps you get paid faster.

1. A 24/7 self-serve customer portal

Your customers get secure access to pay their invoices online, any time, from any device. No phone tag, no waiting for office hours — just a pay button that works around the clock, for a smoother customer experience and faster payment.

2. Automatic payment recording

Plannit records payments on invoices for you, so there is no manual reconciliation to do and follow-ups are far easier to manage. Your invoice list always reflects what has actually been paid.

3. Automated payment reminders

Overdue invoices get polite, automatic reminders on the schedule you set — so you stop spending your evenings chasing customers, and the nudges go out even when you are on the tools.

4. Pre-authorized payments

For recurring and contract customers, set up pre-authorized payments once and let them run automatically. Predictable cash flow, zero follow-up.

Keep the momentum going

These levers work hand in hand with online payments. To accept payments online or on site and have them flow straight back into Plannit, see Get paid faster with Plannit Pay, and pair it with effortless invoicing so the whole billing cycle runs itself.

Collect less, chase less, get paid faster — that is Plannit.

Did this answer your question?