Invoicing and payments

Invoice faster and get paid on your own Stripe account

Create a branded invoice from the customer's record, send the payment link by text or email and let them pay by card from their phone. Deposits, installments and subscriptions are built in, and every payment goes straight to your Stripe account with nothing taken on top.

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In short

Get Paid in SaaSVisionary: Invoices, text-to-pay, deposits and payment plans on your Stripe. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. Invoicing, payment plans and Stripe checkout are included on every plan, starting with Starter. Every plan includes unlimited contacts and a 14-day free trial.

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0%Platform cut of your payments

4Charge types: one-time, recurring, installments, scheduled

4Payment states tracked, including refunds

14-dayFree trial on every plan

Why it matters

Unsent invoices are money you're lending for free

Every day between finishing a job and sending the invoice is a day your customer holds your cash. Then comes the awkward part: chasing it. Tools that route payments through their own balance add another delay before money reaches your bank. Invoicing from your CRM, on your own Stripe account, shortens every step.

What you get with Get Paid

Branded invoices and quotes

Build invoices with reusable line items, publish a public link and track status history. Duplicate, close, archive or mark paid in a click.

Text-to-pay links

Send the payment link by SMS so customers can pay by card from their phone in seconds, right after the job is done.

Deposits before the booking

Require payment on a booking type so the deposit is collected before the time slot is reserved. The confirmation waits for the payment result.

Payment plans and subscriptions

Split a large job into a fixed number of installments, schedule a future charge or start a subscription for recurring services.

Saved cards and checkout

Charge a saved payment method or send customers to checkout. Card details are handled by Stripe and never stored in SaaSVisionary.

Stripe revenue sync

Link as many Stripe accounts as you run; payments, refunds, subscriptions and declined charges appear on the matching contact the moment they happen.

Memberships that manage access

Sell recurring products through your funnels. Access is granted on payment and removed when a subscription ends, and buyers manage their card through Stripe's portal.

How it works

Up and running in 4 steps

01
Connect Stripe
Link your own Stripe account. Payments go directly there, and you pay only Stripe's standard processing fees.
02
Create the invoice
Open the customer's record, add line items and choose one-time, installment, recurring or scheduled payment.
03
Send the link
Text or email the payment link. Customers see a clean payment page with a timeline of the invoice and any past payments.
04
Track and follow up
Payments and failed charges sync to the contact. Automatic reminders and workflows follow up on anything still open.

Payment terms that match how customers buy

A landscaping client might pay a deposit now and the balance at completion. A coaching client pays monthly. A bigger renovation for Riverbend Homes might be split into three payments. SaaSVisionary handles each structure on one invoice without workarounds.

Installment plans end after the last payment, separate from subscriptions
Mix one-time and recurring line items on the same invoice
Failed, paid, canceled and refunded states kept for every charge

Every payment on the customer record

When a payment lands in Stripe, it also appears on the contact in SaaSVisionary, next to their calls, messages and appointments. Anyone on your team can see what a customer has paid without opening Stripe, and a failed charge can trigger a friendly follow-up automatically.

Real-time webhook sync plus manual backfill
Payers matched to contacts by identity
Duplicate provider retries filtered before they reach the timeline

Plans & availability

Invoicing, payment plans and Stripe checkout are included on every plan, starting with Starter. Text-to-pay needs SMS, which starts on Pro. Booking deposits start on the Team plan. You pay Stripe's processing fees directly; SaaSVisionary takes no share of payments.

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FAQ

Get Paid: frequently asked questions

Does SaaSVisionary take a percentage of my payments?

No. You connect your own Stripe account and payments go directly into it. You pay Stripe's standard processing fees and nothing extra to SaaSVisionary. Your revenue is never held in a shared platform balance, so payouts follow your normal Stripe schedule.

What is text-to-pay?

Text-to-pay means sending a customer a payment link by SMS so they can pay an invoice by card from their phone. It's popular with trades and mobile services because customers can pay on the spot. In SaaSVisionary text-to-pay uses your own Twilio number and requires the Pro plan or higher.

Can I collect a deposit before an appointment?

Yes. Put a price on a booking event type and the customer pays while booking, before the time slot is reserved. The deposit goes to your Stripe account and the confirmation is sent once payment succeeds. Paid appointments are available from the Team plan.

Can customers pay in installments?

Yes. Installment plans are a separate structure from subscriptions, so a three-payment plan charges exactly three times and then stops. You can also schedule a charge for a future date or combine immediate and recurring items on the same invoice.

What happens when a card payment fails?

Failed charges sync from Stripe to the customer's contact record, so you see them right away instead of at month-end. You can trigger a workflow that sends a polite reminder with a new payment link or creates a follow-up task for your team.

Which plan do I need for invoicing?

Invoicing, payment plans and card checkout are included on every plan, starting with Starter. Text-to-pay requires Pro, where SMS begins, and booking deposits require Team. Every plan includes a 14-day free trial, so you can test the plan you choose.

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