Make billing and payments painless—for both you and your customers:
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Create professional-looking documents
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Customizable with your company logo and branding
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Customizable payment schedules
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Batch invoicing lets you send up to 50 invoices at a time with a few clicks
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Send invoices electronically that customers can pay online so that getting paid is fast and easy
Invoice Management Made Easy
Never forget another invoice.
Save time with templates, batch invoicing, and quick action buttons that turn quotes or work orders into invoices with a single click.
Send by email or SMS to get paid faster online, or print a copy when needed.
Mobile App
Pull up a quote or invoice anytime, anywhere you need to answer questions.
Send an invoice upon completing a visit while you're still in the field.
Track Invoice Status
Plannit helps you keep your finances organized, and simplifies contract management. Search and filter on invoice status easily. Track status in real time and view the timeline for each invoice whenever needed.
Get Paid Faster
Plannit’s embedded payment processing allows you to get paid faster and considerably reduces collection activities.
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Flexible payment options and schedules
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Sync transactions to your accounting software to eliminate manual data entry
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Easily track and send reminders for invoices not paid
Ditching paper invoices has never been easier
You don’t need to spend your nights and weekends trying to get ahead on paperwork. Plannit lets you handle all of your business transactions right in one simple app on your phone, tablet, or computer.
Get started for free >
Frequently Asked Questions
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Where can I use Plannit?
Plannit is available on your phone, tablet, or computer anywhere you have a WiFi or cell connection. Plannit uses the world’s most reliable cloud platform with 99.99% availability.
You can be anywhere in town on an important job and quickly run through your checklist, follow-up on messages, send invoices and locate your team. -
What are my subscription options?
Plannit billing app is available on the free version.
Advanced features and automation are available in paid plans. See pricing
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What support is included with my Plannit subscription?
Plannit includes online support and access to our online knowledge base with help articles and how-to videos.
You also have the option to work with our Customer Success team for a fee to get personalized set-up services and training.
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What third-party integrations does Plannit offer?
Plannit can sync with QuickBooks, Acomba and Sage accounting systems to keep all of your business finances organized. As a result, you’ll avoid double entries and eliminate unnecessary hours of work entering records.
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Can I create recurring invoices?
Yes. For example, if you have clients that you visit every month and want to create a recurring monthly invoice it is simple to automate this in Plannit.