How to do it
These steps are for PlanWell on the web.
- Once, as the workspace Admin: open Workflows → Integrations, choose Set up on Stripe, and finish Stripe’s onboarding. Stripe sends money to the bank account you give it there.
- On the event, open Payments and create the invoice: line items, any tax, and a payment schedule (one payment or installments). Keep Publish to client portal now ticked and choose Create invoice. Your client gets an email with a link.
- Your client opens the invoice in their portal and chooses Pay securely, which opens Stripe Checkout. Stripe handles the card; you never see or store it.
- Once PlanWell’s payments are live, a completed checkout updates the invoice’s balance by itself, and Stripe sends the money to your bank on its usual schedule, less its fee.
- Took payment another way, by cheque or transfer? Open the invoice and choose Record payment so its balance stays right.