Collecting Online Credit Card Payments for Invoices

Planning Pod account owners have the ability to collect online credit card payments via the Invoices tool so you can get paid faster.

We offer several merchant payment processors that you can choose from to process credit card and ACH payments; see "Setting Up Online Electronic Payment Processing in Planning Pod" on connecting a payment processor to your Planning Pod account.

You can collect online credit card payments for your invoices in four different ways:

• Use the Invoice "Email" button at the top of an invoice to place a "Pay Now" button in an Invoice email to your customer, which will take your client to an online payment page.
• Use the "Payment Reminders" feature to place a "Pay Now" button in a scheduled Payment Reminder email, which will take your client to an online payment page.
• Use the "Auto-Pay" feature to schedule automatic credit card payments for a particular invoice (requires the client to have saved their credit card information in advance).
• Use the "Add Payment/Process Payment" button at the top of an invoice to manually process a credit card payment for an Invoice (for example, if you are accepting payment in person or over the phone).

For users who have Stripe as the integrated payment processor, a fifth option is available to collect invoice payments by using the Stripe Terminal. Purchase terminals through Stripe, connect them to your Planning Pod account, and take credit card payments with ease.

Once a payment is processed and approved, the credit card processor will provide the payment information to Planning Pod (which will be displayed within the relevant Invoice), and we will apply the payment against the Invoice balance and display this in the "Payments" area of the invoice.

Payment information will also be displayed in relevant Invoice reports that you can run in the Reports area of your account.