Default Payment Stages

Introduction

Stagepay allows users to send staged invoices to their clients, breaking down payments into manageable parts to streamline the billing process. This guide will walk you through the steps to create, customize, and manage your default payment stages for all new invoices. You can also modify stages for individual invoices if needed. For specifics on modifying individual invoices, refer to this article.

Step-by-Step Guide

1. Accessing Payment Stages

1. Navigate to Settings:

   • Click on the gear icon at the top right corner of the dashboard to access the Settings menu.

1. Open Payment Stages:

   • In the Settings menu, click on "Payment Stages" to open the payment stages configuration.

2. Creating Custom Payment Stages

1. Enable Payment Stages:

   • Toggle the switch to enable payment stages if it is not already enabled.

2. Add New Stage:

   • Click on "Add New Stage" to create a new payment stage.

1. Name the Stage:

   • Enter a name for your payment stage in the "Stage Name" field. You can name it anything that suits your business process (e.g., "Initial Deposit," "Mid-Project Payment," "Final Balance").

2. Set the Percentage:

   • In the "Percent" field, enter the percentage of the total invoice amount for this stage. Ensure that the total of all stages adds up to 100%.

1. Add Additional Stages:

   • Repeat the process to add as many stages as needed. Each stage can have different percentages, but the sum of all stages must equal 100%.

2. Delete Stages:

   • Click on the trash icon next to a stage to delete it if it is no longer needed.

Conclusion

Creating custom payment stages in Stagepay allows you to tailor your billing process to fit your specific needs. By following these steps, you can efficiently manage and modify payment stages for your invoices. For further assistance, please contact our support team.