Send invoices and get paid.
Connect Stripe, send client invoices and payment plans, and get paid by card through a pay link. See the fees on client payments and when payouts arrive. Your own Visualist membership invoices are under Billing and plans.
All articles in Invoices and payments
How do I send reminders, record a payment, or void an invoice? Open the invoice from Business Center, then Invoices. Turn Reminders on or off, select Record a payment for money paid outside Visualist, or open More for Credit note, Add-on invoice, and Void invoice. Available on every plan.
How do I create and send an invoice to a client? Open Business Center from the rail, select Invoices, then New invoice. Choose the client under Bill to, add items, select Review and send, then Email it or Copy pay link. Available on every plan, including the Free plan. You need Stripe connected to send.
What can team members do with invoices? In a team workspace, invoices go through the workspace owner's Stripe account. Team members draft, send, and manage invoices for their Hubs, their visible clients and inquiries, and ones they created. Setting up payments, tax, and invoice settings is for the owner. Also in: Team and permissions
How do I connect Stripe to take client payments? Open Business Center from the rail, select Invoices, then Invoice settings. Under Getting paid, choose where your business is based, select Connect with Stripe, and finish Stripe's checks. Available on every plan. Only the workspace owner can set it up.
How do I split a fee into a payment plan? In the invoice editor, under How it's paid, choose Deposit, then balance or Split into payments. Set each payment's percent and due date, and Visualist works out the amounts. Available on every plan, including the Free plan.
What fees does Visualist charge on client payments, and when are payouts? Visualist takes a payment fee on each card payment from a client: 0.7% on the Free plan and the Core plan, and 0.2% on the Growth plan. Stripe's processing fee is separate. You pay both; your client never does. Payouts follow your Stripe payout schedule. Also in: Billing and plans
What does my client see when they pay an invoice? Your client opens the pay link from your email, sees the invoice and the amount due now, and pays by card through Stripe's secure checkout. They don't need an account, they never pay your fees, and they get a receipt by email.
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