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.
In a team workspace, invoices belong to the workspace. Payments go into the workspace owner’s Stripe account, and each team member works on the invoices tied to their work.
| Action | Workspace owner | Team member |
|---|---|---|
| See invoices | All of them | Invoices in their Hubs, for clients and inquiries they can see, and ones they created |
| Draft, send, and resend invoices | Yes | Yes, once payments are set up |
| Record a payment, issue a credit note, make an add-on invoice, or void | Yes | Yes, on invoices they can see |
| Connect Stripe and open the Stripe dashboard | Yes | No |
Change Invoice settings: business details, defaults, tax, and reminders | Yes | No |
What a team member sees before payments are set up
Until the workspace owner connects Stripe, a team member sees Payments aren't set up yet in Invoices. While Stripe checks the owner’s details, they see Stripe is checking the workspace's details and can draft invoices. If the owner’s Stripe account is disconnected, invoices can’t be sent or paid until the owner reconnects it.
Fees
Visualist’s payment fee follows the workspace owner’s plan. See What fees does Visualist charge on client payments, and when are payouts?
To connect Stripe as the owner, see How do I connect Stripe to take client payments?