Blog

Introducing Online Payment Processing

Lead Management, Proposals, Contracts, Invoicing, and now – Online Payment Processing! We are so excited to announce our newest feature, hot off the tail of our new Invoicing feature, because now Aisle Planner is all of the planning tools you want plus all of the business tools you need!

With our new Online Payment Processing,  your clients will love the convenience of being able to pay online, you’ll love getting paid faster, and everyone can get back to the task at hand – planning that fabulous wedding!


Aisle Planner New Feature Online Payment Processing

Set Up Your Payment Account

To set up your payment account, click on Business Settings from your Planner Dashboard and then on Payments & Bank Account. Complete the fields on the page, familiarize yourself with the Terms of Service, and then click Submit to verify your information.  Some people will almost immediately see that their account has been verified; for others, it can take up to 2 or 3 days. If your account is not verified immediately (or if more information is needed) you will receive an email notification that your attention is needed or when it does become verified.

Please note: Our online payment processing is currently only open for U.S. companies with U.S. bank accounts. We will be releasing this feature to international accounts in the future; stay tuned!

Aisle Planner New Feature Online Payment ProcessingEnable Online Payments

Once your account has been verified, enabling online payments in your invoices is easy! Simply check the boxes next to the payment options you would like to give your clients in your invoice. You can choose from Cash/Check, Credit Card, or Bank Account (ACH).

Our processing fees are:

  • 2.9% + $0.30 per transaction for credit card processing
  • 1.3% for ACH payments
Aisle Planner New Feature Online Payment Processing

 

If you enable online payments, your clients will see that they have payment options when they click Pay on the bottom of the invoices they receive from you. And, paying online is easy for them! They simply have to enter their billing information and click Pay with Credit Card.  The funds will typically be in your account in 2 days after a credit card payment and 5-7 days after an ACH payment.

Aisle Planner New Feature Online Payment Processing

Things To Know About Online Payment Processing

  • We integrated with Stripe and are utilizing their backend payment processing platform so you can rest assured that your and your client’s information is secure!
  • If you need to issue a refund, you can do that by going to Invoices and then to Payments. Simply find the payment you want to refund and complete it in one click
  • If you have multiple clients making payments on invoices, the funds will get bundled into one transfer. You can see what payments are being included in a transfer, as well as when to expect the funds in your account under the Transfers tab
  • If your clients make a payment outside of bank business hours, the transaction will be completed the next business day and you can expect to see the funds in your account 2 business days after that

As always, if you have any questions about our new features, don’t hesitate to get in touch! You can check out our FAQs on the support page here or reach us at customercare@aisleplanner.com

About the Author

Christina Farrow
Christina Farrow

As Aisle Planner’s President and Founder, Christina Farrow spends her days dreaming up ways to empower wedding planners to lead more balanced (and more organized) lives. She loves few things more than her toes in the sand, a glass of champagne and the promise of a great adventure with hubby, daughter and golden retriever by her side.

8 thoughts on “Introducing Online Payment Processing”

  1. Wynn says:

    Hi,

    Is there anyway of getting reports from the payments received? I currently use freshbooks but my bookkeeper is able to log in and download reports. I also reprint invoices and look at different reports to provide her with info.

    Also, are we able to add sales tax?

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Hi Wynn! Apologies for the delayed response; I was on vacation. Reporting will be coming down the road and you can download and reprint invoices just like any of your other documents. And yes, you can add sales tax as well as discounts if you’d like.

  2. Victoria says:

    Is there (or will there be) and option to have the client pay for the processing fees instead of us? The vast majority of clients currently pay by check and I’m concerned about how much money I’ll be losing in fees if I start offering this as an option. Thanks!

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Morning Victoria! You can always disable the online payment option and ask your clients to pay with a check if you didn’t want the fees to apply to you (we always want to make sure you have options). So, you can decide how best to move forward but, unfortunately, I am not in the position to advise you to pass along the fees.

  3. Crystal Seay says:

    Very cool! I see you guys were able to match PayPal’s prices. This is great. Thank you! 🙂

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      So glad that you like the new feature Crystal!

  4. vicki says:

    Amazing! Now to wait for international payments 🙂

    1. Tayler Cusick Hollman Tayler Cusick Hollman says:

      Thanks Vicki! Yes, opening it up to other countries will be just as exciting!

Leave a comment.

Your email address will not be published. Required fields are marked *

Scroll to Top