PlanIt EPOS · Payments & Deposits
Online card payments (Stripe) and bank transfer details
This guide is awaiting review — the steps may change.
What does this do?
The Customer payments panel is where customers are told how to pay you. Bank transfer details print on quotes, invoices and statements today; the one-click Stripe connection for card payments is not switched on in the till yet, so the Connect Stripe button is greyed out.
How to use it
- Open Settings and scroll to Customer payments.
- Under Pay by bank transfer fill in Account name, Bank name and either Sort code & account no. or IBAN with BIC / SWIFT.
- Set the Payment reference format so customers quote the right reference when they pay.
- Press Save payment settings. Those details now print on every quote, invoice and statement, and customers using the portal see them on Pay this invoice and Pay balance.
- The Card payments (Stripe) panel shows its status; the Connect Stripe button is not yet active. Card payments taken at the counter are simply recorded as Card on the sale.
Questions this guide answers
- How do customers pay a deposit or invoice by card?
- How do I connect Stripe to the till?
- Do I need a card machine?