Plannit Pay provides the following benefits to you and your customers:
Your invoices will be sent with the online payment option to provide your customers with a more convenient customer experience;
Your clients will be able to view the invoice and pay it from their secure customer portal;
You will be notified of the payment and it will be automatically applied to the invoice in Plannit.
Your payments will be received faster, with less follow-up effort and no reconciliation handling on your part!
Here are more details on the options available with Plannit Pay:
Payment methods accepted in Plannit Pay
Plannit Pay offers the following payment methods:
Credit cards
Bank/debit transfers (account to account transfer)
Once activated, you will have the option to choose whether you wish to offer both methods or only one of them in your quotes and/or invoice payment schedules. See How to create payment schedules for more details
Fees for Plannit Pay payment processing
Here are the rates for online payment with Plannit Pay:
When you use paid options, the rates are:
Credit card payments*: 2.9% + $0.30 / transaction
Payments by bank transfer: 1.25% + $1.50 / transaction, with a maximum of $10 / transaction.
When using the free version, the rates are:
Payments by credit card*: 3.2% + $0.30 / transaction
Bank transfer payments: 1.25% + $1.50 / transaction, with a maximum of $10 / transaction.
Pre-authorized payments
It is possible for your customers to subscribe to pre-authorized payments associated with a single project that involves recurring payments, in order to save them time and improve their customer experience.
The option is available for credit card payments and for bank transfers. For more details on how to enable this option, see Enable Pre-Authorized Payments.
Once enabled:
Your customers will enter their payment information only once
Plannit will send them a payment notification 24 hours before the due date of each payment and process the transaction on the due date.
You won't have to do anything else: your money will be collected automatically and the payment will be automatically posted to the invoice for your statements!
On-site payments
It is possible to collect a credit card payment when you are with the customer, in person or by phone. To see how to proceed, see Collecting a payment on the spot.
Payout frequency
You can customize the payout frequency in Stripe settings to be daily, weekly, etc. By default, when you create your account in Plannit. the frequency will be weekly.
You can adjust the frequency by following the instructions: Adjusting the frequency of transfers