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.

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