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Getting Started with Invoices
Getting Started with Invoices

A guide to setting up invoicing on Programa.

Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

Getting Started

Simply follow the steps below and in a few minutes you'll be able to send your first invoice and receive your first payment.

Connecting to Stripe

Programa's invoicing platform is powered by Stripe, the world's largest and most reliable payment platform. If you've used Netflix, Deliveroo, Expedia, or bought something online, you've already experienced the power of Stripe.

1 - Setup Your Stripe Account

  1. First, you'll need to connect to Stripe by clicking the 'Connect' button.

  2. Then you'll need to either create a new Stripe account or simply login in to your existing Stripe account. If you're creating a new Stripe account (it's free) simply enter the required information and follow the prompts.

  3. You're done!

2 - Setup Tax Rates

  1. Navigate to Invoice Settings (or click here), scroll to the bottom and add your tax rates.

  2. Add GST Inclusive

  3. Add GST Exclusive

  4. You don't need to add a 'no tax' option, this has already been done for you.

  5. You're done!

3 - Customise Your Branding

  1. Navigate to Invoice Settings (or click here), then click the 'Go to Brand Settings' button.

  2. This will take you to the Stripe interface, then follow the prompts, complete your brand settings and save changes.

  3. You're done!

Connecting to Xero

With Programa, your invoicing and workflow is finally connected and all in one place! Our Xero integration seamlessly connects your Programa account to Xero so there's nothing left to do in Xero besides reconciling your payments.

Please note, our Xero integration does not allow anyone at Programa to access your Xero account.

1 - Connect Your Xero Account

  1. Navigate to Invoice Settings (or click here), then click the 'Connect to Xero' button.

  2. Choose your organisation, and you're done!

Video Tutorial:

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