PlanIt EPOS · Customer Portal

How customers pay an invoice online

What does this do?

Customers can pay one invoice, the whole balance or any amount by card, or see your bank details for a transfer. What they are offered depends on what you have switched on under Customer payments.

How to use it

  1. Set up how you want to be paid first: Settings → Customer payments. Connect Stripe for card payments and/or turn on bank transfer with your sort code and account number or IBAN, then Save payment settings.
  2. What your customer does: they open Invoices, press an invoice to see the lines and totals, and press Pay this invoice. Paid invoices show Paid and have no pay button.
  3. For the whole account they open Payments (or press Pay balance on the Dashboard). Under Pay by card they choose Pay full balance, Pay a specific invoice, Pay a custom amount or Pay a deposit.
  4. Card payments open a secure Stripe checkout page. When it completes, the customer gets a Payment received notification and the payment appears in their Payment history.
  5. Paying by bank transfer: the Pay by bank transfer box shows your bank details. After sending the money the customer presses I've made a payment and types the amount and the reference they used.
  6. If neither Stripe nor bank transfer is switched on, the customer sees "Online payments aren't set up yet" and is asked to pay at the counter.
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Related guides

Online card payments (Stripe) and bank transfer details

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.

Payments & Deposits

Add your bank details for customer payments

Customer payments is where you tell the till how customers can pay you. Bank transfer details print on invoices, quotes and statements and show in the customer portal, with a payment reference the customer can quote.

Settings & Account

Record a payment on an account

Record account payment takes one payment from an account customer and allocates it across their oldest unpaid sales first, so the balance and every receipt update together.

Trade Accounts

Customer hasn't paid: what to do

The Invoices screen shows every invoice with money still owing and how late it is. From there you can resend it, let the till chase it automatically, and record the payment the moment it arrives.

Invoices & Getting Paid

Chase unpaid invoices automatically

Once switched on, the till emails the customer a reminder shortly before an invoice is due and keeps reminding them every few days once it is overdue, until it is paid. You set it up once.

Invoices & Getting Paid

Choose which portal sections a customer can see

Each portal login has its own list of sections. You can hide any of them for one customer, lock the login temporarily or switch it off completely, all from their trade account on the till.

Customer Portal
Questions this guide answers
  • How does a customer pay an invoice through the portal?
  • Can customers pay by card online?
  • What happens when a customer says they have paid by bank transfer?

Last updated 2026-09-03 · Direct link for this feature