Send a direct payment link for anyone to make a payment in the Planning Center for cash sales, at-need, pet, and trade cases. No Planning Center account needed!
Jump ahead
- Enable payments in Planning Center
- Manage access within your organization
- Payments & Adjustments Page
- Payments in Planning Center
✋ You'll need to register with our processing company, First American to use this feature. Complete your First American application here.
Enable payments in Planning Center
You will need to enable payments in the Planning Center to access this feature. Click Admin then select Organization to find the Planning Center settings.
Navigate to the left side-bar menu and choose Planning Center, then click on Payments.
Toggle On Show in Planning Center to enable Payments in the Planning Center.
Manage access within your organization
Access to view payment links will need to be assigned by role under Roles & Permissions. Click the Roles & Permissions tab, then select which roles you'd like to give access to payment links.
After selecting a role you can edit the permissions for the role. Click the dropdown under This role can and check the box next to View payment links.
Payment & Adjustments page
Staff with access to view payment links will now see a new section on the Payments and Adjustments page titled Payment link.
Click the Copy button to the right of the link to copy the payment link. Once you've shared the link with the family, they can then share the link with whoever would like to contribute a payment to the case.
Gather payments for at-need, pet cases, trade cases, and even cash sales!
Payments in Planning Center
When the payment link is clicked, the family will be directed to the payment page in Planning Center to make a payment with a credit card or bank draft. They will not be able to see the balance on the case or view any case information other than the decedent's name. The link will expire once the balance of the case is $0.
Note: Planning Center account is not required when using the external payment link to make a payment.
Paying with a bank draft will require bank and billing information.
Paying with a credit card will require the card and billing information.
