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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

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.

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

Before you begin...

Stripe has a number of product offerings, and for the purpose of this setup, you'll be creating a Stripe Connect account.

Connect is currently available in over 100 countries - check out the full list here.

If your country doesn't exist in this list...

Stripe has a product called Atlas, which they advise works in the same way as Connect for this purpose, for customers based in countries outside of those in the approved list.

Click here to create an Atlas account.

Note: We recommend reading Stripe's Atlas documentation carefully, and reaching out to them directly with any questions or concerns, regarding tax liabilities and other accounting considerations. They can be contacted here for more information.

Once approved, follow the steps below to connect your Stripe account to Programa.

Connecting to Stripe

1 - Set up 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 - Set up 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 your Studio's Settings > Invoices > Xero

  2. Click Connect to Xero

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

Read more about our Xero integration here.

Connecting to QuickBooks

Our QuickBooks integration syncs your invoices, tax rates, and contacts, for streamlined financial operations, quick consolidation, and enhanced data security.

  1. Navigate to your Studio's Settings > Invoices > Quickbooks

  2. Click Connect to QuickBooks, and enter your QuickBooks login details to access your QuickBooks account.

  3. Once logged in to QuickBooks, you'll be asked to select your company from a dropdown menu (If you have more than one, make sure you're selecting the one relevant to your projects managed in Programa.)

    When you've made your selection, click Next.

  4. The next page is the final step on the integration process. To confirm you agree to this, click Connect.

  5. That's it! You'll then be directed back to Programa, and your Quickbooks integration tile should now show that you're connected, and display the name of the account you're connected to.

Read more about our QuickBooks integration here.

Video Tutorial

Please note: Our platform's design has recently been updated, so you may notice differences in screenshots and videos in this guide compared to the current layout. The steps and functionality outlined in this guide remains the same.

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