The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.


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Invoice Classifications

Invoice Classifications are used to help you track invoices in a way that suits your studio. The invoice types in Spectra/myStratus cannot be changed because they each have a unique function as described below, but you can create your own classifications. Go to Maintenance > Invoice > Invoice Classifications.

The 6 Invoice Types

There are a total of six invoice types in Spectra/myStratus, each with its own unique functionality. Invoice types CANNOT be customized. Note: The kind of invoice you are creating -- session, client or quick sale -- will determine which invoice types are available. Here's a brief description of the six types:

  • Session Fee - Used to invoice the client for the fees pertaining to shooting a session. When printing an invoice for session fees, the invoice is printed as a session confirmation, providing the client with additional session information such as session date, time, and scheduled resources. Choosing this type provides specific session data for sales reports. 

  • Initial Order - Used for the first order of products the client is purchasing from a session. Choosing this type provides key data for sales reports.

  • Re-Order - Used for any additional product orders from a session. Choosing this type provides key data for sales reports.

  • Generic - Used when you charge a client for fees or products that are not related to a session.

  • Estimate - Provides a client with an estimate for products or services. Note: An estimate may be related to a client or a session (see chart below). Estimates can be converted to invoices -- client estimate to client invoice, and session estimate to session invoice. Estimates are not included in your sales reports.

  • Credit Memo - Used to give your client a credit for any reason. It can also be used to correct an invoice that may have been posted in error.

See also

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