This article will show how you can create one-off invoices within Stora to charge for extra items. These can be anything you like, for example, charging for Padlocks, Cleaning fees or deposits, etc.
How to create an invoice
1. Go to the Invoices tab and click Create invoice.
2. Under Who is it for?, search for and select the customer you want to charge.
💡You can only create an invoice for someone listed as a Customer, not a lead.
3. Choose the applicable site under Which site is it for?
4. Choose how you want to charge the customer:
Email the invoice with a due date of Today, Tomorrow, 7 days, or 30 days.
Charge a saved card immediately.
5. Add the item you want to charge for:
Enter a description, quantity, and price.
Tick the tax option if applicable.
Click Save item to add it.
💡 You can add multiple items and use the Memo field to include a custom message on the invoice.
6. Once you’ve added everything, click Create invoice to finalise it.
⚠️ Based on your choice in step 4, this will either charge the customer's card automatically or email them an invoice to pay.
What will my customers receive?
If you email the invoice, the customer will receive an email with a Pay now online button to pay instantly by card.
If you charge a card automatically, the customer will receive a receipt by email confirming the payment.
💡 You can also create an invoice directly from the Customer page. Open the customer record, go to the Invoices tab, and click Create invoice.