Invoice and Billing
Easily create and email invoices to members. Receipts are automatically created and emailed to members when payments are processed. Members can pay invoices using credit card or Paypal from their portal. Members can print receipts at anytime from their portal.
Accounting and Payment Processing
Make accounting and payment processing a breeze for your accountant.
Easily manage daily financial batches, invoices, and adjustments.
Accept payments securely with integrated payment processing that meets the highest standard for security.
Integrated Payment Options
PayPal
Collecting payment via PayPal with Planning Tool is easy and fast. All you need is a PayPal account and its all set.
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Authorize.net
The Planning Tool is a registered Authorize.net reseller. A merchant Service Account will need to be established prior to connecting to The Planning Tool. Once set up payments from members will be deposited directly to the organization's bank account.
