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myStratus:

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Video Information

Reference #: SPTV 3-102
Created: 00.00.00
Last Revised: 08.05.13

Creating Invoices and Payments

See how easy it is to create professional invoices for all your orders! Learn when to use client-based and session-based invoices. See how to add items to an order, give discounts, and accept a payment or create a payment plan.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline: Create Invoices and Payments

1. What Kind of Invoice?
   1. Session-based invoices
   2. Client-based invoices
2. Create an Invoice
   1. Session client
   2. Bill-to client
   3. Invoice types
      • Credit memo
      • Estimate
      • Generic
      • Print order
      • Session fee
3. Invoice Order Detail
   1. Select products and services
   2. Order adjustments
      • Discounts
      • Sales tax rate
      • Shipping and handling
4. Create a Payment
   1. Payment method and amount
      • Cash
      • Check
      • Credit card
   2. Print receipt
   3. Print invoice
5. Create a Payment Plan

Additional Information

» Next video - "Invoice and Sales Reports"
» Spectra Training Checklist
» Online Help topic(s) - Invoicing Overview, Invoice How To's, Payment How To's