Get paid faster with invoicing and online payments with Aisle Planner. You can start sending invoices and accepting online payments today in three easy steps.
Please note: To apply for an online payment account, account holders must have verifiable US- or CA-based business bank account, business addresses, and tax ID.
Hop on over into your Settings tab, towards the top right of your pro dashboard and complete your business's general information here, 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.
Click on the Banking tab, select your country, and then 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 creating your invoice template(s), so that once you're all set up to receive online payments, you can start sending invoices right away.
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.
Want to learn more about creating Invoice Templates?
Check out this article.
Have questions or need assistance setting up your online payments?
Get in touch with our customer support team through the messenger icon below.