28 articles

• Invoices at a glance
  What an invoice is in VisionScaper, where to find the list, and what each status badge means.
• Create an invoice
  Step by step: start a new invoice, pick the customer and type, add lines, and save it as a draft.
• Line items, discounts and custom fields
  Add services and lines, apply a discount, and add notes, custom fields and terms to one invoice.
• Design your invoice
  Set your logo, colors, font, layout, sections and default wording once, so every invoice looks the same.
• Send an invoice
  Send an invoice by email, text or both, add your own message, copy the link or print a PDF.
• Due dates and payment terms
  Set the due date on one invoice, choose quick terms, and change your default due days for all invoices.
• Recurring invoices
  Repeat an invoice weekly, monthly, yearly or on a custom schedule for maintenance customers.
• Sales tax on invoices
  Set a default tax rate, mark lines taxable or not, and see how discounts and tax are worked out.
• The invoice reminder plan
  Set up automatic reminders before, on and after the due date, by email, text or both.
• Record payments, void invoices and refunds
  Mark an invoice paid when you got cash or a check, void a wrong invoice, and know how refunds work.
• Unpaid invoices and late reminders
  See who owes you by age, drill into one customer, send a reminder or an emailed statement.
• Autopay
  Let customers save a card or bank account so marked invoices are charged on the due date.
• Set up Stripe for your site (site owner)
  Paste your Stripe secret key and webhook signing secret, add the webhook events, and turn on Connect.
• Connect your Stripe account
  Contractors connect a Stripe Express account so customers can pay invoices by card or bank.
• Payment methods your customers can use
  Card, Apple Pay, Google Pay, bank transfer (ACH), cash and check, and instant payouts to your debit card.
• Processing fee settings (site owner)
  Set the percent and fixed fee a contractor pays on card, bank and instant payments. Values are placeholders.
• Deposits and payment schedules
  Set a deposit when a quote is signed, a default payment schedule, and how invoices are made from it.
• Connect QuickBooks Online
  Create an Intuit app, paste its keys into Connected apps, and connect your company with sign-in (OAuth).
• Send invoices and payments to QuickBooks
  Turn on the money sync, run it, clear the Needs your review list and retry problems safely.
• Send customers, invoices and payments to Xero
  Connect Xero with your own app keys, choose accounts, and send your records one way to Xero.
• Profit and loss report
  See money in, costs and profit for any dates, plus a cash summary and what is owed. Download as CSV.
• Customer financing
  Offer customers a way to pay over time through your own lender. VisionScaper tracks the application but never lends.
• Card reader and Tap to Pay
  What the Hub's Card reader page does, and what needs the phone app: payment requests and recording card payments.
• Sell AI credit packs and extra storage (site owner)
  Let signed-in customers buy AI credits and extra online storage with Stripe, and see recent purchases.
• Your plan and billing (contractors)
  Start the free trial, choose or change a plan, update your card, cancel, and see your usage.
• Set up contractor plans and billing (site owner)
  Turn on billing, set the trial and plans, create the Stripe prices, and handle non-payment and exceptions.
• The customer payment page
  What your customer sees when they open an invoice link: the invoice, pay buttons, receipt and print option.
• Export your data
  Download invoices, customers and more as CSV, the profit and loss report, or a full ZIP copy of your account.