Stax Pay: Applying a Due Date to an Invoice

When sending an invoice from the Stax Pay Portal, you can apply a due date so your customer knows when you would like to accept payment.

To assign a due date to an invoice:

1. Navigate to Stax Pay Dashboard.
2. Select Create Invoice.
3. Enter the payment details.
4. Click the Due Date field.
5. Select a date from the calendar.
6. Click Continue or Save.
   
   • If you select Save, you can return to the invoice draft later by clicking on the Invoices tab.
   • If you select continue, you will complete the invoice flow.
7. Choose the customer or add a new customer.
8. Select Create an Invoice.
9. Click Send.
   
10. Your customer will now see a due date reflected on the invoice.