Plannit

Experience the convenience and ease of use of payment integration in Plannit for both you and your clients and get paid faster.

How Plannit Pay works for you!

How does online payment work with Plannit Pay?

Can I speed up payments from my clients ?

Customer portal payment process with Plannit Pay.

How do customers pay with Plannit Pay ?

How long does it take to receive money in my account ?

Is Plannit Pay secure ?

What are your payment processing rates?

What payment methods are included in Plannit Pay?

Do you offer pre-authorized payments ?

Can I change the phone number associated with my 2-factor authentication (2FA) in Stripe ?

Can I connect Plannit to an existing Stripe account ?

List of documents accepted by Stripe for creating an account

What documents does Stripe accept for account creation or verification?

You have questions about your Stripe account or need to provide Stripe with documents for online payment ?

How can I contact Stripe ?

Can I refund a client through Plannit Pay who has paid their invoice?

Deactivate pre-authorized bill payments

Can the "Pay" button be removed from the customer portal?

Link is a fast checkout solution by Stripe that allows customers to save their payment information once and complete future purchases in seconds on compatible websites, reducing friction and cart…

What Is Link Payment?

If you change your business name while keeping the same Plannit account, here's what you need to do to update your Stripe account for online payments

Changes to make to your Stripe account if your business changes its business name

Payment Security on Our Platform

Brigitte Chouinard

Caroline Pelletier

Patrick Poirier

Payments

Home services network

For businesses

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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