How to Manage Your Finances

The Finance Dashboard in Venturz helps you track revenue, manage payments, and stay on top of your business transactions—all in one place.

1. View All Purchases in the Finance Dashboard

An image showing the purchases in the Venturz finance dashboard

Whenever a customer purchases one of your products or subscription plans, the full transaction details will automatically appear in the Finance section.

This gives you a clear overview of:

Customer name and email
Product or plan purchased
Amount paid
Payment status
Date of transaction

It's a simple way to monitor your income and keep your records organized without needing an external tool.

2. Create Payments (Send Invoices)

An image showing the option to create payments and send invoices in the Venturz finance dashboard

Venturz also allows you to create and send payment requests, which is helpful for:

Freelancers or service providers who need to bill clients
Businesses offering custom pricing or one-time services.
Digital products such as eBooks, templates, or online tools
Agencies or consultants sending invoices for retainers or project work

To create a payment, go to the Finance section and click on Create Payment.

First, you'll be asked to select the type of payment. For now, Venturz supports invoices. After selecting invoice, choose the customer you want to send it to. This could be someone already saved in your contact list or someone you've previously done business with.

Next, select the product or plan you’ve already created using the Products feature. This helps link the payment to a specific service, subscription, or digital item you're offering.

Once everything is selected, the invoice will be automatically sent to the customer’s email. It will include payment instructions and all relevant details.

This makes it easy to handle both product-based and service-based payments directly from your dashboard.

Can't find the solution to your problem and feeling stuck?

No worries at all! We're here to help you out. You can easily reach us in two ways: either by sending an email to support@venturz.co or by clicking on the live chat button located in the right bottom corner of your screen. Don't hesitate to get in touch with any questions you might have!