1. Navigate to the Draft Invoices Section:
In your Stagepay dashboard, go to the "Invoices" section.
Use the dropdown menu to filter by "Draft" invoices. This will show you a list of invoices that are still in draft status and can be edited before sending.
2. Select the Invoice to Edit:
Find and select the draft invoice you wish to edit. For example, click on the invoice number (e.g., "INV-0029").
3. Edit Stages:
Click on the "Edit Stages" link to begin editing the stages of the draft invoice.
4. Confirm Editing:
A confirmation dialog will appear. Click "Yes" to proceed with editing the stages.
5. Add New Stages:
Modify the existing stages or add new ones by clicking the "Add New Stage" button.
Fill in the details for each stage, such as the stage name, percentage, and due date if applicable.
6. Approve Changes:
Once you have finished editing the stages, click the "Approve" button to save your changes.
Note: These same steps can be followed to edit stages on a new draft before approving it for the first time.
By following these steps, you can easily manage and edit the stages for individual invoices in Stagepay, ensuring a smooth and organized payment process.