Required Setup

• Price List - You must create a price list in Spectra/myStratus before you can begin invoicing your clients for session fees, print orders, packages, or any other items your business sells. Refer to Setting up a Price List and Creating a Package for step-by-step instructions.

• Sales Tax - You'll also need to set up your tax method and sales tax rate(s) in the software. Refer to Sales Tax for instructions.

• Payment Methods - There are several payment methods built into the software, however we recommend you customize them for your business before you begin invoicing. See also: Payment Methods

Optional Setup

• Invoice Statuses - Track your invoices from the time an order is placed through the final payment and delivery using Invoice Statuses. Each status can include a default duration (which the software uses to automatically generate a due date). Find out how to set up your statuses in the Invoice Statuses topic.

• Invoice Terms - The customizable information that prints at the bottom of your invoices is called your Invoice Terms. You can create unique terms for each of your session types, as well as for client-based invoices (invoices that do not have a session), and invoice estimates. Refer to the Invoice Terms topic for instructions.

• Invoice Classifications - In addition to using the invoice types that are built into the software, invoice classifications can be set up to help you track invoices in a way that is specific to your business. Refer to the Invoice Classifications topic for instructions.

• Credit Card Processing - See also: Credit Card Processing