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 Business Information:
Enter the name and address of the business exactly as they appear in the Enterprise Register.
ℹ️ You will need to submit the color PDF of your registration.
Add a bank account where all payouts will be deposited.
ℹ️ Bank: 3 digits, Transit: 5 digits, Account: 7 digits or more depending on the financial institution.
Set the payout frequency to “Automatic daily”.
Your Personal Information:
Date of birth of the owner (president)
Full name of the owner (president)
Address of the owner as it appears on their driver’s license (as you will need to submit a photo ID as proof)
Register in the Plannit account all company administrators with their information exactly as it appears in the Enterprise Register (REQ)
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.
Access to Stripe will allow you to view your future transactions with Plannit. Therefore, it is important to remember your 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 :
Complete all 4 sections under the “Businesses” tab:
Access your settings by clicking the small gear icon in the top right corner of the screen.
Click on Businesses and make sure all 4 sections are fully completed, and that the documents requested by Stripe to activate your account have been properly submitted.
ℹ️ To find out which documents to submit to Stripe, please refer to the following article: Which documents are accepted by Stripe for creating or verifying an account for online payments?
The Stripe account activation process may take up to 48 business hours. Stripe wants to ensure your business is compliant.
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: