How to Send a Custom Invoice
If you'd like to send a custom invoice to a customer, you can now do so inside Stan! Whether you worked on a custom project outside of your normal Store offerings, or, you'd like to offer a special initial deposit to a customer, you can do so by creating a one-off, custom invoice to any customer in your Customers tab!
To do so, follow the simple steps below:
- Start in your Customers tab
- Search your customer using the filters
- Click into their purchase history and select Send Invoice in the top righthand corner
- Next, fill out the Description (i.e. Coaching Deposit, Bonus Program Payment, etc)
- Then, fill out the Amount ($) you would like to charge your customer.
- After clicking Send, your customer will receive the invoice via Email and will be able to pay this invoice using a credit/ debit card.
- Once the payment has been made, you will be notified and the invoice transaction will turn green!