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Invoices at a glance
What an invoice is in VisionScaper, where to find the list, and what each status badge means.
Invoices are the bills your customers pay. You make and manage them in the Contractor Hub. Customers open each one on a web page and can pay it online if you have connected Stripe.
Where to find them
- Open the Contractor Hub.
- In the menu group named Finance & Reports, choose Invoices.
- You see one row per invoice. Each row shows the number and title, the customer, the type, the due date, the status badge and the amount.
- Tap a row to open that invoice in the editor.
The Invoices screen has two buttons at the top: New invoice and Unpaid invoices (the list of who still owes you money).
Note: A deposit invoice can be made for you when a customer signs a quote. See “Deposits and payment schedules”.
What the statuses mean
| Badge | What it means |
|---|---|
| Draft | Saved but not sent. The customer cannot pay it yet. |
| Sent | The customer has the link. It is open and can be paid. |
| Viewed | A badge exists for it, but this manual cannot confirm when it is set (not verified in code). |
| Bank payment clearing | The customer started a bank (ACH) payment. It is not paid until the bank clears it. |
| Part paid | A payment was recorded, but a balance is left. |
| Paid | Paid in full. A “PAID” stamp can show on the invoice (you can turn the stamp off in Invoice design). |
| Voided | Cancelled. It stays in the activity log with the reason you gave. |
An invoice that is past its due date also gets an overdue marker, and the Unpaid invoices screen shows how many days late it is.
What the types are
When you create an invoice you pick a Type: Deposit, Progress, Final, Recurring / maintenance, or Other. The type is a label for you. It also decides how the list describes the invoice (progress shows as “partial”).
Tips
- Use Draft while you are still adding lines. Nothing goes to the customer until you choose Save & send.
- Search is built into the Hub. Typing an invoice number in the search box opens that invoice.
- Open an invoice any time to see its live preview, which is exactly what the customer will see.
If something goes wrong
- The Invoices item is missing from the menu. Your layout or your team role may hide it. Owners can change what shows in Settings. A team member needs the right to see company money (not verified in code for every role).
- You do not see a Viewed badge on your invoices. Do not count on it for tracking.