Streamline Your Billing with Our Stripe Invoice Template for Communications & Media

Stripe invoice template for Communications & Media

hey everyone Daniel here with storage boom and in today's video I'm going to walk you through how easy it is to create an invoice to uh charge a transportation fee in this case for portable storage as well as to set up a recurring invoice for the monthly rent and insurance so with that in mind here we go within storage boom on the left hand side we're on the payments link and it drops us straight into the invoice section what's nice here is we've got an overview of all of our current invoices outstanding invoices anything that's overdue as you can see here um and it's possible to filter by status as you can see here and um as well as by payment mode in terms of live or test but we won't be using those today so with that in mind let's go ahead and jump into creating a new invoice I'm going to go ahead and use a one-time invoice this is going to be for a transportation fee so I always start by retitling the invoice as such and then we need to assign this to a user in our account uh I'm going to go ahead and use my own contact info here if I had um actual City you know address information here it would show up if I had a business name it would have automatically brought that in because we're already working with the core the foundation of storage room is it's an awesome CRM tool a contact database so it pulls in all of that info for you next up I'm going to go ahead and select the product now you can have as many products in here as you'd like these can include late fees these can include uh you know rental items for sale items as well as in the case of U the actual storage rental fees all of that stuff is in here as well so I'm going to go oops let's see here messing up my screen I'm going to go down here and choose initial delivery and then in this case I'm going to go through here and add final pickup and then we've got a fixed price on that maybe I've got a discount for this person maybe they found us through an advertisement or what have you and so we'll add that in there and then this is ready to go so we'd hit save and then we would hit send when we hit send it's going to automatically save it actually and then if we have an email and and a phone number on file then this is an option it's going to send the invoice via email and text uh as well as you can opt to just send it via email or just via text so that's how that would work and at this point I'm going to back out because I don't need to create that invoice uh so next up I'm going to create a recurring invoice and here's what's nice you would choose how often oh actually don't forget the first step uh this is going to be portable portable storage I'm going to do 20 foot plus Insurance there we go and so here's what's nice if you can run this you can run your billing cycle on any cycle that you want in fact you could do it different for each customer but your agreement probably has one thing specified so if you're on a 28 day billing cycle you could you would just enter that in right now um but I just go with 30 days and then start date is going to be whenever that is that they're moving in um so in this case um I'll just go ahead and choose you know in the future about a 9 days from now again we need to choose a contact in the system so we'll go ahead and get that selected uh then we're going to choose the items and of course here now I've got a rental unit so I'm going to go with this 20 foot portable storage rental there's our fee U maybe there again maybe we have a discount for this customer we throw that on and then I'll also go in and add some insurance so we've got a container damage waiver we'll add that and then we've got our uh contents insurance and we'll add that now if they have opted for an increase in that coverage then we can just modify this here if they are using multiple units uh containers then obviously we just change the quantity and everything will add up at the bottom and then here we can write anything we want I usually just do this and then We're Off to the Races we could hit save uh or we could hit schedule I'm going to go ahead and let's see recurring setting input is invalid oh we needed to choose and never pretty important we' hit schedule and again we can choose both of these now in this case I don't have a phone number attached so it knows that I can only send via email additional options are just just if you're doing this in test mode or not and then if uh if if the customer already has a saved card on file or maybe they have multiple saved cards on file you could select here and choose the one that you want to use or they want you to use if you have them on the phone right now uh then you would just do new card and and enter in their info over the phone uh however we do recommend always just sending them the invoice via the email or text or both and that way they're clicking a secure payment link they're entering in the information themselves and it it generally is considered safer than doing it through a phone system so that would be best practice but you can do it over the phone and this option is great uh particularly if um you know they're if you've already sent them an invoice so this is what happens for us for portable storage we will send out an initial invoice for transportation and they will add their info and eventually they're going to add their info and pay that but on this one we're scheduling this out a week by the time this week comes around they should have a card on file and so we just go with customer card and hit schedule and then when they pay their transportation fee like today to book this booking um then when they turn around and and uh well actually they won't even have to U click anything or do anything on this one when the delivery day comes around it's automatically going to pull their info so that's what that looks like to excuse me send invoices and um now because I was working on a recurring monthly invoice I'm now on the recurring templates section and so over here under invoice is where we have multiple sections so we just go back to the main one then we can see this and of course we can filter by date as well which is great um while we're in this section I might as well just show you a couple other areas and so transactions over here this is where you're going to see all of your transactions for people who are uh have paid every invoice or anything that's just not working and so we've got uh this one here this is from a test customer and so it's got a lot of um failed payments obviously but um let's see we've got products so this product section this is where you can set up all of your products um and I probably should have shown you that when you're creating an invoice if you need to create a product that's not in your system already you can do that and you can add in your product you can select what type of product it is so we'll say maybe it's a physical good do your price and then you can tick this box for save for later use which is great adds it to your system on the Fly I really uh have found that to be valuable especially as you're building out your product catalog you don't necessarily have to come over here and do it one at a time um you know the full the full length but that's also a great way to do it during setup uh we looked at payments uh I'm sorry transactions and products you can set up coupons for your customers um as well as you can do payment links uh this is great if you just want to basically send a link to say hey please fill this out to uh get your card on file with us and that way uh you're not actually sending them invoices you're just sending them a one-time payment link they update that and then you go in here and create invoices and charge their card on file right away this is also a great tool if their payment card expires and they need to update their card on file bam we can send them a new uh payment link like so on the orders tab this is different this is going to be if you're using the front-end website system here within storage boom and you are using the e-commerce items from your products over here and then your customers if they're doing a self-serve checkout where they go on your website and they order all of the things that they want uh on your you know to rent from you or to um purchase out right locks boxes you name it packing supplies that's going to show up here as orders and then we also have abandoned checkouts which is cool and so if they are obviously adding things to cart on your e-commerce store then uh they don't check out but they they already have their contact info saved because uh they rented a unit from you um or because you sent them the email that led them to your e-commerce store then it's all going to get tracked here and we can send out abandoned cart follow-up emails to try to remind them that we still have their saved cart and they can jump back into the ordering process now you might be wondering what sort of payment options integrate with storage boom and currently this is what we have on offer and so of course one of the most popular secure checkout systems um for the internet is stripe this is so easy to get set up and started um and very standard fees in the industry so stripe is an obvious one to go with um if you have a maybe an older merchant account thirdparty merchant account you might have been set up with authorized.net and if so then this is what you'd set up uh you can also set up with nmi which is a newer system as well as PayPal now what's really cool is you can have multiple on file and you can switch between the two but uh mainly you're going to have just one that you work with and you're going to keep that as your default gateway so that all new invoices will be uh using that payment Gateway but what is nice is if you do change at some point in the future all of your old uh recurring monthly rent that's happening through the old Gateway is going to keep on going even if you change to a new default gateway uh and so we can have multiple gateways in that sense and everything just continues to go off without a hitch so that's it for today looking at the invoices and payments section of storage boom if you have any questions again my name is Daniel and I would love to help you on your path to having a much more streamlined efficient uh system for your team managing your storage business have a great day