Payment Processing

Get paid for upfront work and ongoing services — all in one place. Payment Processing handles both one-off and subscription billing so you don’t need separate tools.

Overview

Whether you’re charging a client for an upfront project or billing them monthly for an ongoing SaaS subscription, Payment Processing handles it all. Clients can pay invoices, set up recurring payments, and manage their billing details from one system — and your agency gets a unified view of all revenue.

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Cards

Store client payment methods securely with Stripe. Clients add their card once, and it’s available for future invoices and subscriptions — no re-entering details every time.

• Secure card storage — Payment details are stored securely via Stripe, never on your servers
• Multiple cards — Clients can add and manage multiple payment methods
• Default card — Set a default card for automatic payments on invoices and subscriptions

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Invoices

Charge clients for upfront project work, milestones, or deposits. Create an invoice with a description, amount, tax rate, and currency — then charge it to a saved card.

• One-off payments — Charge for project milestones, deposits, or ad-hoc work
• Tax handling — Apply the correct tax rate and have it calculated automatically
• Multi-currency — Invoice in the currency that suits the client
• Payment history — Track every invoice with amounts, dates, and payment status

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Subscriptions

Set up recurring billing for ongoing services. Choose a product, plan, and payment card — then the subscription runs automatically on the billing cycle.

• Recurring billing — Automate monthly or annual payments for ongoing services
• Plan selection — Assign clients to the right pricing plan for their product
• Status tracking — See active subscriptions, next billing dates, and payment status at a glance
• Client self-service — Clients can view and manage their subscriptions

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Integrated Into the Full Client Experience

Payment processing isn’t a bolt-on — it’s deeply woven into the rest of the Platfio experience, so billing feels seamless for your clients.

When a client signs their proposal, they add their card right there — no separate onboarding step, no chasing payment details later.

When they visit their customer portal, they can view invoices, check subscription status, and update their payment method — all without leaving the app.

Billing is just another natural part of how your clients interact with your agency.