When you combine Plannit Pay to our flexible invoicing features, you offer your clients the convenience of 24/7 online payments which translates into greater impact on your cash flow. You will:
Cut down on time spent on invoicing by 80% by doing it all in Plannit
Receive your money 75% faster
Eliminate reconciliation since payments are auto-matched to invoices.
Here's how to activate Plannit Pay and create a Stripe account:
Step 1
From your Plannit account Settings
Go to Payments
Click on Create or Connect a Stripe account
Create and/or access your Stripe account by entering your email and following the instructions.
Step 2
Fill in the required fields for your personal and company information. Be sure to add a bank account where all deposits will be made.
Once you have checked that all the information is correct, click on Accept and send.
You will be notified by an error message if there is a problem with the account creation.
NOTE : Access to Stripe will allow you to view your future transactions with Plannit. Therefore, it is important to remember your "PW" (password) and login for future access.
We also recommend that you bookmark the Stripe dashboard for easy access.
Here's your dashboard that you will need to consult for your transaction on stripe :
Once completed, you will be be ready to send your first invoice and receive your payments faster!
Here are other articles to find out more about Plannit Pay: