Invoice Maintenance
Invoice Credit Reasons
Last Updated: July 15, 2026Found at Maintenance > Invoice > Invoice Credit Reasons, this menu allows you to enter reasons why an invoice or specific items in an invoice are being credited. Either click the + type in the credit reason under Description and press the Enter key to save a new credit reason. See Creating a Refund for...
Invoice Classifications
Last Updated: July 15, 2026Invoice Classifications are used to help you track invoices in a way that suits your studio. The invoice types in Spectra/Stratus 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...
Invoice Statuses
Last Updated: July 15, 2026Create your own custom invoice statuses and then use them to track the status of each invoice. See also: Invoices Examples Order Placed Out to Lab Pending Back from Lab Pending Packaging Pending Order Ready, Pickup Pending Order Complete Setting up Invoice Statuses After you’ve enabled the invoice status feature in your Company (Studio) Preferences, follow these...
Invoice Terms
Last Updated: July 15, 2026The customizable information that prints at the bottom of your invoices and session confirmations is called your invoice or session 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. Follow these steps to set up terms for...
Payment Methods
Last Updated: July 15, 2026You can customize the types of payments your business receives. To change or modify the payment methods used in your business, go to Maintenance > Invoice > Payment Methods. Click the + to add a new one. Description – Appears on the invoice and receipt as the payment method. Payment Type – Indicates how the software...
Sales Tax
Last Updated: July 15, 2026To set up your sales tax structure in Spectra/Stratus, go to Maintenance > Preferences > Company (Studio) Preferences > Invoicing. Select your Tax Method. Tax added to invoice (United States) – Multiplies the invoice total by the tax rate to get the tax amount. Dual taxes added to invoice (Canada) – Allows you to enter two tax rates....