Finances
PlanMan Invoices
Download your PlanMan subscription invoices and manage the saved subscription payment card.
Last checked 10 November 2026
Open Finances > PlanMan Invoices to see invoices issued for your PlanMan account. These are separate from the invoices your company sends to clients.
The page requires View Invoices permission.
View or pay an invoice
The list shows the invoice number, date, total and payment status.
- Click an invoice number, beginning PM-, to open its PDF.
- A paid invoice displays its payment date.
- An unpaid invoice has a Pay Now button that opens its payment page.
Use the PDF for your records. If a payment or invoice detail appears incorrect, contact PlanMan with the invoice number.
Save or replace a payment card
If no card is saved, click Add Card. If one is already saved, click View Saved Card to expand Saved Credit/Debit Card.
Enter the new card details and click Save Card For Future Use. To replace an existing card, enter the replacement in Enter New Card Details and save it. The current-card area also has a bin control for removing the saved payment method.
The page states that a card saved here can be used for outstanding invoices on your PlanMan account as well as future invoices. Check the outstanding subscription invoices before saving it.
This saved card pays your own PlanMan subscription. To offer card payments on invoices sent to your clients, configure the separate Stripe integration.