Settings

Your agency, your team, and the forms your clients fill in.

Get paid by your clients, right here

Connect your Stripe account and clients can pay for their plan inside their portal. Money goes straight to your bank. No more chasing invoices.

Takes about 5 minutes. Don't have Stripe? You can sign up in the same step.

1. Connect Stripe

Your business details and bank account. Stripe checks it, not us.

2. Create your plans

Name, price, monthly or yearly, and what's included.

3. Send a payment link

Client picks the plan, adds a card, done. Renews by itself.

e-T

For clients in Canada who'd rather not use a card. They send it from their bank, and you mark it received.

Let Canadian clients pay by e-Transfer

Shows as an option at checkout for clients with a Canadian address.

Send e-Transfers to

Autodeposit

On means no security question for clients.

Remind clients before it's due

Email and phone alert 3 days before, with the amount and their reference code.

Each client gets their own reference code (like SU-MET-0315) to put in the e-Transfer message, so you can tell who paid.