Invoicing Setup

Required Setup #

• Price List – You must create a price list in Spectra/Stratus 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