Core Feature

Professional Invoicing & Instant Payments

Stop chasing payments. Plenum invoices include one-click payment links that customers can open from a text or email and pay without creating an account.

The Problem with Traditional Invoicing

PDF invoices get lost in email. Customers forget. You spend hours every week calling about unpaid bills. Meanwhile, your cash flow suffers.

Secure payment link

Let customers review and pay from a direct invoice link

Payment options

Offer supported card, ACH, or financing workflows

Reminder workflow

Configure reminders with a direct payment link

What Changes with Plenum

Make invoices easier to pay

Send an invoice with a secure payment link for supported card or ACH payment options.

Accept any payment method

Credit cards, ACH transfers, and third-party financing. Customers choose how they want to pay.

Reduce accounts receivable

Automatic reminders and easy payment links mean fewer outstanding invoices and less chasing.

From Job Complete to Paid

1

Convert estimate to invoice

When the job is done, one tap converts the approved estimate to an invoice. All line items, pricing, and customer info transfer automatically.

2

Customer receives magic link

Invoice sends via email and SMS with a unique link. Customer clicks, sees the invoice, no login required.

3

Customer chooses a payment option

Customer pays with card, ACH, or applies for financing. Confirmation emails both parties instantly.

4

Syncs to QuickBooks

Invoice and payment record flow to QuickBooks automatically. Your books stay clean without manual entry.

Payment Options

Credit & Debit Cards

Visa, Mastercard, Amex, Discover. Processed through Stripe with industry-standard security.

ACH Bank Transfer

Offer supported bank-transfer payments for larger invoices and commercial customers. Ask us about rates for your setup.

Financing

Connect an eligible Wisetack account to offer the financing options available to that customer.

Field Payments

Technicians can open the invoice on site and share the available payment link with the customer.

Automatic Payment Reminders

Configure reminder sequences that run automatically. Plenum sends friendly payment reminders via email and SMS at intervals you choose:

  • Day 3: Gentle reminder with payment link
  • Day 7: Second reminder, slightly more urgent
  • Day 14: Final notice before escalation

Each reminder includes a one-click payment link. No phone calls needed. Most customers pay after the first reminder.

Common Questions

How is this different from emailing a PDF?

Customers open a secure link, review the invoice, and choose a supported payment option without creating an account.

What are the payment processing fees?

Payment processing rates depend on the payment method and your connected account. Ask us for the rates that apply to your setup.

Can I offer payment plans?

Customers can apply for financing through our Wisetack integration and pay over time; you get paid in full.

Do you support deposits and progress payments?

Absolutely. Collect 50% upfront on equipment orders, bill remainder on completion. Progress billing for larger projects with multiple milestones.

What about customers who still want to pay by check?

Mark invoices as "paid by check" and record manually. Check payments remain available for customers who prefer them.

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