Plannit Pay Card, bank transfer, on site or online. No terminal.
Stop waiting for cheques. Get paid in 24 to 72 hours.
The invoice goes out with a pay button. The customer taps it on the couch, or taps their card at the door. The money lands in days, the transaction lands in your books, and nobody makes a collections call.
14-day free trial. No credit card required.
- No payment terminal to buy
- No hidden fees, on every plan
- Bank transfers from 1.25%
(514) 555-0120Mobile
mark.dubois@example.comPersonal
Billing dateOctober 14, 2026
TermUpon Receipt
Due dateOctober 14, 2026
Repeat invoice
| Temporary service panel, 200 A · site lighting, phase 2 | $2,410.00 |
Subtotal$2,410.00
GST 5%$120.50
QST 9.975%$240.40
Total$2,770.90
Amount received$0.00
Balance$2,770.90
| Status | % | Notes | Date | Method | Amount | Action |
|---|---|---|---|---|---|---|
| Not scheduled | 100 | To schedule | VISAG PayPay | $2,770.90 | Pay |
24–72 h
Average time to get paid
80%
Less time on payment paperwork
< 5 min
To process an invoice and its payment
Getting started
Activate it in your settings. That's the setup.
Turn on Plannit Pay
In your account settings, on any plan. No device to order, no separate account to open.
Send the invoice
By email or text, the moment the job closes. The pay button is already on it.
Get paid, get booked
Card or bank transfer. Money in 24 to 72 hours on average; the transaction syncs to your accounting system.
- Approved quotes become work orders and invoices in one click
- Sync invoices and transactions to QuickBooks, Acomba or Sage
Card and bank details are stored by Stripe, never by Plannit. Stripe’s hosted onboarding, shortened here.
Rates
What each way of getting paid costs you
Competitive rates, no hidden fees, and a cheaper option most contractors never knew they had.
| Credit card | Bank transfer (EFT/ACH) | Cheque | |
|---|---|---|---|
| Rate | From 2.9% + 30¢ per transaction | 1.25% + $1.50 per transaction ($10 max) | Your time, plus the trip to the bank |
| Where | On site, tap or online link | Online link | Whenever the customer gets to it |
| Money in your account | Days, not weeks | Days, not weeks | Weeks, if it doesn't bounce |
| Terminal needed | No | No | No |
| Recorded in your books | Yes | Yes | Only if you type it |
Scroll sideways on small screens.
Three ways to get paid
On site, online, or on a schedule
Pick per customer. The same invoice handles all three.
Tap the card before you leave
The invoice is on the technician's phone. The customer taps their card on the phone, or on the Plannit terminal if you carry one. Done, receipt sent.
- Tap to pay on the technician's phone
- Or on the Plannit payment terminal
- Receipt by email or text
| Temporary service panel, 200 A · site lighting, phase 2 | $2,410.00 |
Subtotal$2,410.00
GST 5%$120.50
QST 9.975%$240.40
Total$2,770.90
Amount received$0.00
Balance$2,770.90
Add payment
Charged through Stripe · the card is never stored by Plannit
A link they pay tonight
The invoice arrives by text or email with a pay button. Card or bank transfer, no account to create. Late payments, bounced cheques and collections calls stop.
- Pay-by-link on every invoice
- Bank transfer at the lower rate
- Automatic reminders for the slow ones
Your jobs
Request a job| # | Date | Status | Services | Address |
|---|---|---|---|---|
| 0042-0001 | Thu Oct 8 | Scheduled | Driveway snow removal | 5904 Park Avenue, Montréal |
Questions? Chat with Northline
Your quotes
Questions? Chat with Northline
Your invoices
Questions? Chat with Northline
Instalments the customer sees coming
Offer custom terms or a schedule of payments. The customer sees the plan in their portal, gets a reminder before each date, and pays online.
- Custom payment terms per customer
- Reminders before each instalment
- Recurring billing for monthly accounts
Select the payment schedule that will automatically be selected in the customer's portal
Upon approval100% · $1,851.10
Total$1,851.10
Customers
What getting paid looks like now
“With Plannit, renewing seasonal contracts and collecting payments takes minutes instead of days.”
“The professionalism the system projects gives our business extra credibility. Our customer service is close to perfect.”
“Better management of our teams. They have every relevant detail about the customer and the work to be done. No more paper documents.”
Create your account
Set up before your next job
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
Do I need a payment terminal?
No. Card-present payments run from the phone or tablet, and online payments come from the link on the invoice. There is no device to buy or rent.
What are the rates?
Credit cards from 2.9% + 30¢ per transaction. Bank transfers 1.25% + $1.50 per transaction, capped at $10. No hidden fees.
How fast does the money arrive?
Within 24 to 72 hours on average, by card or bank transfer.
Is Plannit Pay available on every plan?
Yes. It is available on any plan and activated from your account settings.