Card checkout through Stripe, and a record of everything else.
Connect your own Stripe account and choose the ways clients can pay. Each open installment in the client portal has a Pay securely button that opens Stripe Checkout, and you record checks, cash and transfers yourself.
From connecting Stripe to a receipt.
Stripe takes the card details in its own checkout; PlanWell keeps the invoice, the schedule and the receipts. Money that arrives another way is recorded against the installment it belongs to.
- 1
Stripe
Connect StripeNo banking details or API keys shared with PlanWellConnected · test mode - 2
Methods
Default for every invoiceCard always; US bank transfer, Klarna and Affirm if you turn them on - 3
Recorded
Deposit$6,000.00 · bank transfer · Oct 1, 2026succeeded - 4
Client
Installment 1 of 3$4,000.00 · Pay securely opens Stripe CheckoutDue Dec 1, 2026 - 5
Afterwards
Receipt and invoice PDFsINV-0039 · $6,000.00Record refundFor money already returned outside PlanWell
Choose the ways clients can pay.
Card is always on. Turn on US bank transfer, Klarna or Affirm as the default for every invoice, then change it on any one invoice. The same methods need to be on in your Stripe dashboard too.
How clients pay
Clients can pay by
Card, Apple Pay, Google PayUS bank transfer (ACH)KlarnaAffirmThe default for every invoice; an invoice can change it. Turn the same methods on in your Stripe dashboard under Payment methods, or clients see card only.
Every payment, with its receipt.
The payment ledger lists what was recorded over the dates you choose, each row opening its invoice. From a payment you can download the receipt, record a refund, or reverse a payment recorded by mistake.
INV-0039 · Payment history
$6,000.00 net paidbank transfer · Oct 1, 2026 · succeeded
Also here: receipt and invoice PDFs in the client portal, bank transfers shown as pending until they clear, refunds to the original payment method, and Check Stripe payment for a checkout that needs reconciling.