Introduction
Creating and sending invoices in Stagepay is a straightforward process that allows you to manage your billing efficiently. This guide will walk you through the steps to create an invoice, customize it, set up payment stages, and send it to your clients.
Step-by-Step Guide
1. Creating an Invoice
Create New Invoice in Xero:
From your Xero dashboard, click on the "New Sales Invoice" button to start creating a draft invoice.
Save Invoice:
Fill in all the required details in the invoice template. Once done, click on the "Save & Close" button to save the draft invoice.
Navigate to Drafts in Stagepay:
Go back to Stagepay and use the dropdown menu to select the "Draft" status, which allows you to switch between draft, approved, and paid invoices.
Refresh Invoices in Stagepay:
Click the "Refresh" button to ensure the newly created draft invoice appears.
Select Draft Invoice in Stagepay:
Click on the invoice number (e.g., "INV-0029") to start editing the invoice.
2. Configuring Staged Payments and Approval
Review Draft Details:
As seen in the screenshot, all the details were already added during the draft creation in Xero.
Enable Default Stages:
Default stages, configured in the settings (see Settings Guide), are already enabled.
Adjust Due Dates:
The due dates for the stages can be added to suit, or if left blank, the first stage will be automatically set to due today.
Approval:
Once all details are verified, simply press the Approve button.
For more information on editing the stages, please refer to Edit Stages for Individual Invoices.
Sending the Invoice
Email Invoice:
Click the Email icon to send the invoice to the customer.
Verify Customer Details and Email Text:
Ensure all customer details and email text are correct. Customer info has been brought over from Xero.
You can change the email here if needed.
Customize the default text if necessary (see Editing Email Templates).
For more information on editing the email templates, please refer to Editing Email Templates.
Conclusion
Creating and sending invoices in Stagepay is designed to be simple and efficient. By following these steps, you can manage your billing process effectively and ensure timely payments from your clients. For further assistance, please contact our support team.