You can create an invoice for an individual, a legal entity, or a stock/platform. Before creating the invoice, make sure to create a customer and enter your details in the Payout Details section.
-> What to pay attention to
-> How to create an invoice
-> What check marks mean when creating invoices
-> Actions with the invoice
-> Examples of invoices
-> Methods for automatic invoice creation
What to pay attention to
- Share the link to our payment instructions with the client.
- The client = the sender of the payment. The payment will be rejected if the client details in the invoice differ from the actual payer’s information. The service reserves the right to verify the provided details and request confirmation at any time.
- A separate invoice must be created for each incoming payment. For us to credit the payment to the invoice, it must be created for the exact transfer amount, down to the cent.
The minimum amount to create an invoice is 10 EUR/USD.
- If you use the fast payment by bank card or task payment on the EasyStaff Connect freelance marketplace to receive payments, you do not need to create an invoice manually. The invoice and client will be created automatically.
- If the client has sent a transfer using bank details, you can request a payment confirmation document from them, which should include the sender, recipient, date, and payment amount. Attach this document to the invoice. This will speed up the crediting process once we receive the transfer.
- If you are withdrawing from a stock/platform, you must attach a payment confirmation showing the amount and withdrawal date to the invoice to ensure successful crediting.
Creating an invoice
You can create invoices in two ways:
- Open the Home section and press the Create invoice button
- Open the Customers section, select a customer and press the Add new invoice button to create an invoice for them
Customer?
Select the client from the dropdown list
*make sure to add the client beforehand according to these instructions, otherwise, they will not appear in the list
Service name?
Select the service that is closest to the one you will be performing
Description?
Service description (optional field)
Amount?
Invoice amount (at least 10 USD/EUR)
Currency?
Invoice currency (EUR or USD)
Upload payment confirmation from customer?
Button for attaching a payment confirmation. You can upload a payment order or screenshot indicating the sender, recipient, amount and date of payment.
I agree for my extra fee…?
Click here to learn about check marks in invoices and additional fees
Done! Now, you just need to send the invoice to the client (for stocks/platforms, sending invoices is not required)
What do check marks mean when creating invoices
This check mark enables payment by card. If you turn it on, the invoice will include a link for card payment (default payment currency is EUR).
If your client is an individual paying less than 1000 EUR/USD, this toggle will be enabled by default.
For card payments in EUR, an additional fee of 3.25% will be charged.
The total fee deducted upon crediting to your balance will be:
6% (base fee) + 3.25% = 9.25%*
This check mark enables card payment in USD. It appears when USD is selected as the invoice currency.
It can only be enabled along with another toggle: “I agree to my extra fee of 3.25% for the customer’s card payment…”.
When paying by card, the client will be charged in USD. An additional fee of 2% will be deducted from you.
The total fee deducted upon crediting to your balance will be:
6% (base fee) + 3.25% + 2% = 11.25%*
*The fees are presented without considering the withdrawal fee from the service. Learn more about all the fees
Actions with the invoice
Download
You can download the PDF file of the invoice and send it to the customer in any convenient way.
Create copy
Create a copy of the invoice
Delete
Delete invoice
Add attachments?
Button for attaching a payment confirmation. You can upload a payment order or screenshot indicating the sender, recipient, amount and date of payment
Invoice.pdf?
You can download the invoice PDF and send it to the customer in any convenient way
Customer?
The button will take you to the customer
Examples of invoices
Inside the invoices, you will find the following information: recipient and sender details, invoice number and date, type of service, description, amount in two currencies, and available payment methods.
Don’t forget to send the client the link to our payment instructions along with the invoice.
Below are examples of invoices for different cases.
IF THE CLIENT IS A LEGAL ENTITY
IF THE CLIENT IS AN INDIVIDUAL
If the invoice amount is less than 1000 EUR/USD, it will include a link for card payment:
If the invoice amount is greater than 1000 EUR/USD, it will include bank transfer details:
Methods for automatic invoice creation
This page describes a method where you can manually create an invoice and send it to the client yourself. However, the service also offers methods where the invoice will be created automatically:
- Receiving payments on the EasyStaff Connect freelance marketplace – you need to create a public profile and send the link to your client. The client will create a task for you, and the invoice will be generated automatically when the client makes the payment. Once you complete the task and the client approves it, the funds will be credited to your balance.
- Pay button – this option is available to clients who have previously made payments to you through tasks on EasyStaff Connect. This option will also become available to all new clients once your account achieves Trusted status.