This step-by-step guide helps users navigate the StatStak Labs platform to create and deliver invoices efficiently. The process involves selecting the invoice type, adding transaction details, reviewing the information, and finally sending the invoice via email or text. The guide is designed to ensure that even users unfamiliar with the platform can successfully generate and send invoices, making it a vital resource for day-to-day operations.
In this video, I walk you through the process of sending an invoice using our instant checkout tool. This method is ideal for one-time payments like unpaid lessons or facility rentals. I cover everything from logging into the admin dashboard to filling in the invoice details and sending it to the customer. Please make sure to follow the steps carefully, as it's crucial for accurate tracking and reporting. Let me know if you have any questions after watching!
Step-by-Step Guide:
1. Locate the 'Instant' Button:
Access the StatStak Labs Admin portal
Click on the green 'Pay' button on the upper left side of the menu bar. This will open the Instant Checkout feature.
2. Select the 'Invoice':
Within the Instant Checkout options, click on 'Invoice' to begin setting up the billing details. Choose 'Continue to info' to proceed to payment details.
3. Add Transaction Information:
Customize your invoice by entering specific transaction details such as the customer, transaction category, subtotal, and payment destination. Each field you fill will update the invoice preview dynamically.
4. Review the Invoice Credentials:
Before finalizing, ensure all entered information is correct. Check the transaction details and amounts, then click 'Continue to pay now' to proceed.
💬 Automatic Collection can be turned on or off to your preference.
5. Checkout Summary:
Review the Checkout Summary to ensure all details match your expectations. If everything is accurate, click 'Create Invoice' to finalize the invoice creation.
6. Setting up the Delivery:
Choose how to send the invoice—via email, text, or both. After selecting the preferred method, click 'Continue' to proceed.
7. Add Message Contents:
Customize the message that will accompany the invoice. You can adjust the sending time, sender's name, and attach any necessary images or files.
8. Choose the Recipient:
Select the recipient of the invoice. The platform allows targeting by individual users or groups based on tags or permissions.
↪️ The Customer you selected in Step 3 will automatically be tagged as a recipient of the message. All selected recipients can be found at the bottom of the pop up.
9. Send the Invoice:
After reviewing all details and recipients, click the 'Send' button to dispatch the invoice to the selected recipients.
10. Confirmation Message:
After sending the invoice, confirm the successful queueing of your message by observing the 'Success!' notification. A pop-up message will appear indicating "Success! Messages have been queued for sending." Click 'Continue' to return to the main dashboard of the StatStak Labs Admin portal.
By following these steps, administrators can ensure that invoices are created and sent efficiently, maintaining a smooth transaction process for clients. This systematic approach ensures a consistent and reliable administrative experience within the StatStak Labs platform.
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