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Plannit invoices

How Plannit invoices simplify your paperwork, save hours of work and help you get paid faster.

Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over 5 months ago

Simplify paperwork and save time : we've automated it for you!

Here's how you can benefit from our automated processes :

Cut hours of paperwork with invoice creation in seconds

Once you've filled in your settings, Plannit invoices are created in less than 30 seconds. Choose the customer, select the products, validate and send. You can also generate them automatically if they are linked to a quote (see Create a quote).

Control your revenue flow with our unique payment schedules

Plannit enables invoices with multiple installments to suit your operational scenarios and options to customize payment dates and methods, and it's all automated for you!

Reduce oversights with automatic invoice creation and delivery

No need to spend hours documenting and reconciling your receivables. Invoices can be created as soon as a quote is approved, and sent whenever you want, without being tied to your computer.

Offer an online experience to facilitate payment for your customers

Your customers can pay invoices online via direct secure access to their customer portal. An optimal experience for them, and 24/7 payment receipt for you to avoid collection calls.

Eliminate follow-up with late payers!

Plannit enables send automated emails to remind your customers that they haven't yet paid their invoice. No more follow-up calls, Plannit takes care of it for you!

Don't wait to get started! See Create an invoice with Plannit!

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