Visual Vortex
Finance Hub
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Agency
Visual Vortex
Overview
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Dashboard
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All Payouts
Clients
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Finance
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Tools & Subscriptions
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Samples & Freebies
Dad
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Dad Tracker
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Need to Pay
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Add Entry
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1
Video / Payment Info
Video Title or Payment Description
This is how the entry will appear in your list — make it recognizable.
Client
Client Payment
Needs to Pay
Received ✓
Type
Client Work
Tool / Subscription
Sample / Freebie
Platform
Date
2
Money
Invoice / Deal Amount ($)
Total agreed amount — even if not paid yet
Amount Received ($)
What they've actually sent you so far
Payment Platform
— Select —
Venmo
Wise
PayPal
Zelle
Bank Transfer
Cash
Other
Received By
Me
My Dad
If dad receives it, auto-logs to Dad Tracker
Paid to You
$0.00
Team Total
$0.00
Your Cut
$0.00
3
Team Payouts
Add a payout for each team member getting a cut of this payment.
+ Add Team Member
4
Notes
Link to Work
(optional)
Attach the delivered video, doc, or Drive folder
Add Dad Entry
✕
Type
Received
Client paid him
Paid Out
He paid a team member
Amount ($)
From (Client Name)
Date
Notes
(optional)