Mainstack Invoicing is a powerful, all-in-one solution that enables you to create, send, and manage invoices directly within your Mainstack account, where you already create and sell. This tool is ideal for various business needs, including:

• Offering one-time discounts on existing offers to customers.

• Handling one-off payments, such as early payment for payment plans or deposits.

• Managing B2B transactions, like speaking engagements or other services, and more!

Important Note:

Mainstack Invoicing is currently available in the US, UK, and Canada. If you’re located outside these regions but would like to use Invoicing, please reach out to our support team for assistance.

How to Create an Invoice

Creating an invoice with Mainstack is quick and easy. Here's how:

1. Login to your Mainstack Dashboard and select the Products tab.

2. From the Products section, choose Invoicing.

3. Click on the + New Invoice button to begin creating your invoice.

4. Select Invoice Type:

• Choose between two invoice types: Simple or Professional.

• For businesses that require taxes, VATs, or specific discounts, we recommend selecting the Professional Invoice type for more customization options.

5. Enter Details:

• Follow the on-screen prompts to input the necessary information, including client details, items, services provided, prices, and payment structure.

• You can add multiple items, apply discounts, and include taxes if needed.

6. Once all the details are complete, click Generate to create your invoice.

7. Share Your Invoice:

• After generating your invoice, you can either save it as a draft or click Send Now to send it directly to your client via email.

• You can also share it as a PDF or URL link.

Invoice Statuses and Lifecycle

Once an invoice is created, it moves through various statuses as it’s processed. Here's what to expect:

1. Draft:
   

• When an invoice is in Draft, it has not yet been sent to the customer. You can edit the invoice freely in this state. Once finalized, the invoice can be sent to the customer, but it cannot be returned to draft status after that.
  

2. Pending:
   

• After sending the invoice, its status will change to Pending. This indicates that the invoice is awaiting payment. The invoice cannot be altered at this stage. However, you can:
  

• Resend the invoice: Send the same invoice again.

• Mark as Paid Offline: If the customer pays through an external method (e.g., a bank transfer, check), you can manually mark the invoice as paid.

• Send or Pause Reminders: You can choose to send reminders for overdue payments or pause them temporarily.
  

3. Paid:

• Once the customer completes payment, the status will automatically update to Paid. This is a final status, and no further actions can be taken to alter it.
  

4. Paid Offline:

• If the customer pays outside the platform (e.g., via a bank transfer, check, etc.), you can manually mark the invoice as Paid Offline to reflect the payment in your Mainstack dashboard.

Keep in mind that manually marked payments will appear in your Offline payment tab. 

Managing Invoice Payments and Reminders

Mainstack allows you to send automatic reminders to customers about unpaid invoices. These reminders ensure that overdue payments are not forgotten.

• Invoice Email Reminders: You can set up automated reminders to be sent to customers when an invoice is unpaid. For a simple invoice, reminders are sent automatically. For professional invoices, you have more control over reminders and can resend them as needed.
  

Customer Experience with Invoicing

When you send an invoice to your customer, they will receive an email with clear details, including a breakdown of the amount due, payment options, and the due date.

In the email, your customer will see a prominent Pay this invoice button. When they click it, they will be redirected to a secure, custom checkout page where they can review the invoice details and complete their payment using the available payment methods.

Once payment is successful, you and the customer will receive a confirmation of the payment. 

Invoice FAQs

The invoicing feature allows you to create, send, and manage invoices directly from your Mainstack dashboard.

To create an invoice, navigate to the Invoicing section from the dashboard, click Create Invoice, and follow the prompts to fill out the necessary details.

No, there is no limit to the number of invoices you can send.

Yes, you can set up recurring payments when you create a Professional Invoice and select Pay In Tranches as your pricing model.

You can track the status of your invoices from the Invoices page in your dashboard. This page will show whether the invoice is paid, pending, or in draft.

Yes, you can charge a fixed tax rate when creating a Professional Invoice.

Yes, Mainstack supports receiving payments in multiple currencies, making it easier to accommodate international clients.

What happens if an invoice is not paid on time?

If an invoice is not paid on time, Simple Invoices will automatically send a reminder. For Professional Invoices, you can choose to resend a reminder or take further action as needed.

Can I customize my invoices?

• Yes, during the activation of your invoicing account, you’ll be prompted to upload your brand logo and select a theme for invoice customization.