01Invoice
Send from the event
Create an invoice against an event or a lead and email it with a secure link to pay.
Manage clients
Send the Invoice. Get Paid.
Invoices go out from the event, clients pay online by card, and every payment lands where you can see it. No chasing, no reconciling by hand.
Invoices and payments
See Invoices in Action.
Send an invoice, take a card payment and see what is still owed.
Vision · Invoices
- Invoice
- Card payment
- Track what is owed
The old way
Money you are owed should not live in your memory.
Who has paid the deposit, who owes the balance, which invoice is two weeks late. That should be one glance, not a search.
The money toolkit
From Invoice to Paid, Without the Chase.
02Pay
Card payments, built in
Clients pay online through Stripe. Card details never touch your system, and the payment records itself.
03Retainers
Deposits before the booking
Ask a lead for a retainer in one step. They pay from the link with no account to create.
04Track
Paid, owed, overdue
See outstanding totals and overdue invoices on your dashboard, across every event at once.
05Budget
Tied to the budget
Invoices and payments sit beside planned and actual spend, so the numbers agree.
For the client
Simple to Pay.
A clear invoice, one button and a receipt. Clients can pay from the email or from their portal, on whatever device they have to hand.
- Pay from a link, no account needed
- Invoices shown in your branded portal
- A receipt the moment they pay
How it works
Four Steps From Sent to Settled.
- 1
Create the invoice
Add the lines and due date to an event or a lead.
- 2
Send it
Email it with a secure link, or let it appear in the client's portal.
- 3
Client pays
They pay by card through Stripe and the invoice marks itself paid.
- 4
See it everywhere
Dashboard totals, the event budget and the client record all update.
Questions
Payment Questions.
How do clients pay?
By card through Stripe Checkout, from a link in the invoice email or from their client portal.
Do you store card details?
No. Card numbers go straight to Stripe, and Vision only keeps the payment reference.
Can I record a payment made outside Vision?
Yes. A cheque or bank transfer can be recorded by hand and is marked as recorded manually.
Can I take a deposit before someone is a client?
Yes. Request a retainer from a lead and they pay from the emailed link.
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