How do I Invoice on behalf of my Client?

How do I Invoice on behalf of my Client?

For ease, Managers can send Invoices on behalf of Clients. As a Manager, here’s how:

Step 01

Head to the Invoices tab in your Stir account.

image

Step 02

Select the Send Invoice button. Complete the details about the Invoice (see

)

image

Step 03

Select the Send on Behalf button under “Add Ons.”

Step 04

Choose the Client you’ll be sending the Invoice on behalf of under the new section that will pop-up with a list of all your Clients.

image

If the Client you’d like to send an Invoice for isn’t represented on the list, you’ll need to add them first!

Back to
Stir Pro
Stir Pro