Plannit Pay allows you to collect payments directly within Plannit, whether online or in person, while automatically managing invoices and payment tracking.
Why use Plannit Pay
With Plannit Pay, you can:
Get paid faster, without cheques or follow-ups
Offer a professional and seamless payment experience to your customers
Automate billing for recurring contracts
Track payment status directly within your jobs and invoices
Reduce manual data entry and prevent errors
Plannit Pay is designed to reduce administrative overhead and improve your cash flow.
Supported payment methods
You can offer one or more payment methods depending on your preferences:
Credit cards
Bank Debit
Interac*
Once activated, you can choose which payment methods to offer in your estimates and invoices.
Preauthorized and recurring payments
For recurring jobs or scheduled service visits, customers can save a secure payment method and be billed automatically on the defined schedule.
How it works:
The customer enters their card or bank account information once
They receive a notification 24 hours before each scheduled charge
The payment is processed automatically
The invoice is marked as paid and a receipt is sent
In-person payments
If you want to take payments in person or over the phone:
You can process a payment directly through the invoice screen in Plannit
Or use a compatible payment terminal (if enabled on your account)
This option is ideal for seasonal maintenance work, on-demand services, or immediate payment after a job.
Security and compliance
Plannit Pay uses Stripe and other globally recognized payment institutions depending on your configuration. These platforms are PCI-DSS compliant and trusted by millions of businesses.
Payment information is encrypted and stored exclusively by these specialized institutions, never by Plannit, ensuring maximum security and compliance.
Fees, payout timelines and conditions
Full details (rates, fees, first-transaction delays, deposit timelines, etc.) are available here:
📖 See the article: Payment transfer delays and fees with Stripe
Activating the service
To activate Plannit Pay:
Go to Settings → Payments
Complete your Stripe onboarding
Configure your payment preferences
Start accepting payments in Plannit
Support is available at any time through our support team.
For information about additional payment institutions supported by Plannit, please contact our support team.
* Interac payments are offered in Canada only.