Stagepay is designed to make invoicing and payment management seamless, efficient, and professional. Explore the main features that empower businesses to simplify their workflows and enhance their financial operations.
1. Staged Payments
Manage payments effortlessly by breaking them into customizable stages. Whether it’s an initial deposit or multiple progress payments, Stagepay allows you to:
Define payment stages with flexible percentage splits.
Automatically calculate remaining balances to ensure accurate payment terms.
Save and reuse payment stage templates for consistency across invoices.
2. Seamless Xero Integration
Connect Stagepay with Xero to synchronize your financial data in real time. Key benefits include:
Effortlessly syncing invoices, contacts, and payment information.
Keeping financial records accurate and up-to-date.
Reducing manual data entry and minimizing errors.
3. Automated Notifications and Reminders
Stay ahead of payment schedules with built-in automation for:
Sending reminders to clients about upcoming or overdue payments.
Notifying clients of successful payments and next steps.
Reducing missed payments and ensuring timely collections.
4. Integrated Credit Card Payments
Simplify payment collection by allowing clients to pay directly via credit card. With Stripe integration, you can:
Accept payments instantly and securely.
Provide clients with a smooth and convenient payment experience.
Start processing payments immediately with easy setup.
5. Multi-Tenant Management
If your business operates across multiple organizations, Stagepay provides:
The ability to manage multiple Xero tenants from a single account.
Easy switching between tenants for streamlined workflows.
Separate and clear management of invoices and payments for each tenant.
6. Workflow Automation
Save time and focus on growing your business with automation that works for you:
Automate repetitive tasks like reminders and invoice creation.
Set up triggers for key events such as overdue payments or stage completion.
Ensure that your financial processes run smoothly and efficiently.
7. Settings Templates
Simplify your configuration process with settings templates. With these templates, you can:
Create and name unique templates for easy identification.
Set up templates for reminders, branding, late fees, payment discounts, and payment stages.
Reuse templates across multiple invoices or scenarios, saving time and ensuring consistency.
8. Easy Setup and Intuitive Design
Stagepay prioritizes ease of use with:
A simple, step-by-step setup process to get started in minutes.
An intuitive dashboard designed to make navigation effortless.
Clear workflows that guide you through payment management tasks with ease.
Why Choose Stagepay?
By combining advanced features with simplicity and automation, Stagepay enables businesses to:
Reduce manual effort and save valuable time.
Ensure accuracy and professionalism in invoicing and payment processes.
Deliver a seamless experience to clients while improving cash flow.
Experience the power of Stagepay and transform how you manage payments, invoices, and financial workflows.