1. Passare Pro
  2. Planning Center

External Payments Links

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!

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✋ 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.

Admin dropdown


Navigate to the left side-bar menu and choose Planning Center, then click on Payments.

Payments tab under Planning Center settings

Toggle On Show in Planning Center to enable Payments in the Planning Center.

Payment toggle button on payments page in Planning Center settings

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.

Arrow pointing to various roles on Roles & Permissions page

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.  

View payments permission on Role Manager page


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


Payment Link on Payments & Adjustments page


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.


Gif of payment link copy

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.


Payments page in Planning Center Paying with a bank draft will require bank and billing information.

Bank Draft payment option fields

Paying with a credit card will require the card and billing information. 

Credit card payment fields