As a small business owner, you don’t have time to chase down payments. That’s why we built our invoicing and online payment tools to include the time-saving features you need to get that cash in the bank and get on to business. No more Excel sheet invoices or sending them through another system, because you can do it all right in Aisle Planner.
STEP 1: SETUP YOUR ONLINE PAYMENTS
Hop on over into your Settings tab, towards the top right of your pro dashboard and complete your business's general information there, including company address and additional contact information—we’ll use this information to pre-populate your invoices so you won't need to enter it in every single time.
Then, click on the Banking tab, select your country, and click on the APPLY NOW button.
In a few short seconds, you will be redirected to the Aisle Planner Online Payments application form, which you will need to complete so your identity can be verified by our payment processor, Stripe. Please complete all required fields, accept Stripe’s terms of service, and click DONE.
Once you have clicked DONE, you will be taken back to your online application in Aisle Planner to connect the bank account where you would like your payments deposited to our online payment platform. To expedite the verification and approval process, please complete all required fields.
Pro Tip: If you don't see the form to fill in your bank information, just wait a few minutes. Stripe is working behind the scenes to verify your business information. Once they verify it, you will see the bank information form. If you don't see it after a few minutes, refresh your browser page.
Once your business and bank information has been entered, your full application will be reviewed and finalized. This may take up to 5 business days. We will send you an email once your online payment account has been approved and is ready to go.
While you're waiting for your account to be verified, you can move onto STEP 2 and create your first invoice template, so that once you're all set up to receive online payments, you can start sending invoices right away.
STEP 2: CREATE AN INVOICE TEMPLATE
👉 Start with a Blank Invoice Template
To create your first invoice template, click on the Templates tab within your Settings menu, then click on the Invoice option in the left hand column. Then click on the gold ADD NEW button.
You can create as many invoice templates as you'd like for each of the services you offer or combination of services you offer by clicking on the gold ADD NEW button.
Once you click on the ADD NEW button, you'll want to first give this invoice template a name for future reference (the description is completely optional) and then dive into personalizing this invoice template to perfectly fit your needs by clicking on EDIT INVOICE.
👉 Check your Template to Ensure Company Branding and Business Info are Pre-Populated
If you've already set up your company branding, we'll automatically pull in your company logo in the upper left corner, but if your invoice template has a great big white space there, take a moment to head over to your BRANDING center where you can upload your logo for a better, branded experience in Aisle Planner.
You'll also want to check your information is shown as you like it towards the top right of your invoice. This information can always be edited. If you didn't set up your business settings in Step One and that area is blank, you can either manually enter the info, or visit your business settings to make the update.
👉 Call Out the Details of the Services and/or Products you Offer
We also recommend you take the time to detail out your invoice line items and details, pricing, discounts, and, where applicable, service fees and taxes. (Pro-Tip: Build a product library to make creating invoice templates and invoices even faster!)
Don't forget to add a short note of appreciation, any payment instructions, as well as a note about your cancelation or refund/return policies to provide your clients the right guidance and information when it comes to making any payments.
The goal for your invoice templates is to set up as much as you can at the template level to help save you time when it comes to creating and sending actual invoices. So, get in as much as you can! You can always make updates when it's time to send this to a client.
Now that your invoice template is all set up, it's time to send your first invoice.
STEP 3: CREATE AN INVOICE
You can create and send invoices in three places: from within a lead record, from within the client tab inside a project, or from the invoices tab. We find the best place to add invoices is from within a lead record, that way the invoice always has a home and can be found easily.
Pro Tip: Be sure to create projects from a lead record as well. It's not possible to link an invoice to a project if the project wasn't created from a lead.
No matter where you create your invoice, you can either start from scratch, or use any one of the invoice templates you've created. Update client information, add an invoice #, review the invoice, and make adjustments as needed. If you've created the invoice from a template, be sure to rename your invoice at the top of your screen.
Don't forget to set your payment schedule and add payment reminders, so you never have to remember to remind your clients when a payment date is approaching.
STEP 4: PUBLISH AND SEND YOUR INVOICE
When you're ready to publish and send your invoice, click on the gold action button towards the top right of your screen, be sure the SEND INVOICE BY EMAIL option is checked, enter in your client's information, subject line and message (or choose one of the email templates you created), preview your email, check the box indicating you're a human, then hit send.
Clients will receive a beautifully branded email with a link to view and easily pay your invoice directly online.
Need additional assistance?
Contact us by clicking on the messenger icon located at the bottom right of your screen, We are always happy to help!