Card Payments with Stripe

Administrators can connect Stripe under Setup > Integrations. This connection is for payments from your clients, separate from the card saved to pay your own PlanMan subscription.

Connect the account

1. Open Integrations and choose Setup Stripe, or View Integration if an account is already connected.
2. Click Connect To Stripe.
3. Complete Stripe's authorisation process. If you already have an account, use its sign-in option.
4. Return to PlanMan and check the connected-account confirmation.

The integration page has Disconnect Stripe Account when connected. Use it if you need to remove the connection, then check how your team will collect unpaid invoices.

How clients pay

For unpaid invoices where the client has no GoCardless mandate, the PDF can include To pay this invoice online click here when Stripe is configured. The client portal can also show card payment controls under those conditions.

Send the invoice or share its normal client payment route, then let the client complete the payment form. Check the invoice's recorded payments and outstanding amount afterwards.

Connecting Stripe does not itself collect every open invoice by card. A client follows the invoice payment link and makes a payment.

Do not use this setup page to change the card used for your company's subscription. That card is managed under PlanMan Invoices. For direct debit mandates and collections, see GoCardless Integration.