Online Payments with Stripe

Overview

Plan Harmony uses Stripe Connect to let agencies accept online invoice payments. When you connect your Stripe account, every invoice you send automatically includes a payment link so clients can pay online.

Funds flow directly to your Stripe account. Plan Harmony collects a small application fee on each transaction (default 1%).

Connecting Your Stripe Account

1. Go to Agency Settings → Online Payments.
2. Click Connect with Stripe.
3. You'll be redirected to Stripe's hosted onboarding flow. Follow the steps to set up or link your Stripe account.
4. After completing onboarding, you'll be redirected back to Settings.
5. Once Stripe confirms your account is ready, your status will change to Connected.

From this point, every invoice you send will automatically include a payment link.

How Clients Pay

1. When you send an invoice, the client receives an email with a Pay Now button.
2. Clicking it opens a page showing the invoice summary — no login required.
3. The client clicks Pay and is redirected to Stripe Checkout to enter their payment details.
4. After payment, they see a confirmation page with a link to their Stripe receipt.

The invoice is automatically marked as Paid once the payment is confirmed (usually within a few seconds).

Fee Model

• Absorb (default): The client pays the invoice total. The fee is deducted from your payout.
• Pass-through: The fee is added as a separate line item in Stripe Checkout. The client pays the invoice total plus the fee. You receive the full invoice amount.

You can configure the fee mode in your agency settings. For more information the default fee contact support

Viewing Payments

Go to the Payments page in your agency dashboard to see all completed transactions. Each payment shows:

• Invoice number
• Client name and email
• Amount paid
• Stripe processing fee
• Platform fee
• Net payout
• Receipt link

You can also export your payment history as a CSV.

Disconnecting Stripe

If you need to disconnect your Stripe account:

1. Go to Agency Settings → Online Payments.
2. Click Disconnect.

After disconnecting:

• New invoices will no longer include payment links.
• Existing payment links will stop working.
• Previously completed payments are preserved in your payment history.

You can also revoke Plan Harmony's access from your own Stripe Dashboard, which will automatically disconnect the integration.

Troubleshooting