Create an invoice

Bill a client at the project level — Stageory creates the Stripe invoice and emails the contact a pay link.

1. 1

   Open the project you want to invoice

   Invoices live at the project level.

   • Go to Management System → Projects and click the project you want to bill to open its workspace.
   • Each invoice belongs to a project, so billing activity is tracked per staging engagement.
   
2. 2

   Open the Invoices tab

   Every invoice for this project.

   • Inside the project workspace, select the Invoices tab — a single view of every draft, open, paid, and outstanding invoice.
   
3. 3

   Create a new invoice

   Send now or save as a draft.

   • Click Add Invoice. You can send it to the client immediately or save it as a draft to review later.
   
4. 4

   Complete the invoice details

   Title, amount, currency, status.

   • Enter a Title (e.g. Staging Services – First Month), the Amount to bill, and the Currency.
   • Choose the Status, such as Draft.
   
5. 5

   Configure billing information

   Numbering, dates, notes, Bill To.

   • Optionally set the Invoice Number (leave blank to auto-generate a unique one), Issue Date, and Due Date.
   • Add any Notes, then select the Bill To contact responsible for payment.
   
6. 6

   Send the invoice

   Create & Send to the client.

   • Enable Send to Client Now to create the Stripe invoice, email the billing contact, and apply workspace fees and billing rules automatically.
   • Click Create & Send to finalize.
   
7. 7

   Review the invoice in the project

   Track status and balance.

   • The invoice now appears in the project's invoice list, where you can monitor its status, invoice number, billing contact, amount billed, and outstanding balance.
   
8. 8

   Edit an existing invoice

   Update details anytime.

   • Click an invoice to open it, then update the title, amount, status, dates, notes, or billing contact.
   • Click Save Changes to apply.