How Does Stagepay Get You Paid Faster?
How Does Stagepay Get You Paid Faster?
How Does Stagepay Get You Paid Faster?
How Does Stagepay Get You Paid Faster?
Stagepay streamlines your invoicing process by integrating powerful features like stages, reminders, late fees, and early payment discounts all designed to improve your cash flow and reduce the risk of non-payment.
Stagepay streamlines your invoicing process by integrating powerful features like stages, reminders, late fees, and early payment discounts all designed to improve your cash flow and reduce the risk of non-payment.
Stagepay streamlines your invoicing process by integrating powerful features like stages, reminders, late fees, and early payment discounts all designed to improve your cash flow and reduce the risk of non-payment.
The Stagepay Process
Integrated Steps and Features
The Stagepay Process
Integrated Steps and Features
The Stagepay Process
Integrated Steps and Features
The Stagepay Process
Integrated Steps and Features
Step 1:
Step 1:
Step 1:
Step 1:
Seamless Integration with Your Invoicing Workflow
Seamless Integration with Your Invoicing Workflow
Seamless Integration with Your Invoicing Workflow
Seamless Integration with Your Invoicing Workflow
Features Used: Integration with Xero and Third-Party Apps, Direct Invoice Creation in Stagepay, Automations.
Features Used: Integration with Xero and Third-Party Apps, Direct Invoice Creation in Stagepay, Automations.
Features Used: Integration with Xero and Third-Party Apps, Direct Invoice Creation in Stagepay, Automations.
For All Customer Types
For All Customer Types
For All Customer Types
Option 1
Create an Invoice Directly in Stagepay
Start fresh by creating an invoice in Stagepay's intuitive platform.
Option 2
Start with a Xero Draft
Using Xero, you can either create a quote that converts to a draft invoice upon approval or directly create a draft invoice, both of which are automatically imported into Stagepay.
Option 3
Option 3
Using Third-Party Quoting Apps
If you use a third-party quoting app that pushes approved quotes to Xero as draft invoices, Stagepay seamlessly imports these drafts, ensuring a smooth invoicing workflow.
Automations for a Hands-Off Experience
Automations for a Hands-Off Experience
Automations for a Hands-Off Experience
Upon importing the draft invoice from Xero or creating it directly in Stagepay, your predefined automations are triggered.
Upon importing the draft invoice from Xero or creating it directly in Stagepay, your predefined automations are triggered.
Upon importing the draft invoice from Xero or creating it directly in Stagepay, your predefined automations are triggered.
Example
Example
Example
New Customer (Cash Sale Customer)
New Customer (Cash Sale Customer)
New Customer (Cash Sale Customer)
A freelance photographer creates a quote in Xero, which converts to a draft invoice upon client approval, and Stagepay then imports and sends it to the client with the first payment stage (deposit) due today.
A freelance photographer creates a quote in Xero, which converts to a draft invoice upon client approval, and Stagepay then imports and sends it to the client with the first payment stage (deposit) due today.
A freelance photographer creates a quote in Xero, which converts to a draft invoice upon client approval, and Stagepay then imports and sends it to the client with the first payment stage (deposit) due today.
Step 2:
Step 2:
Step 2:
Step 2:
Secure Upfront Deposits with Stages
Secure Upfront Deposits with Stages
Secure Upfront Deposits with Stages
Secure Upfront Deposits with Stages
Features Used: Stages
Features Used: Stages
Features Used: Stages
Ideal for: New Customers, Cash Sale Customers
Ideal for: New Customers, Cash Sale Customers
Ideal for: New Customers, Cash Sale Customers
How it works
Flexible Payment Stages
Break down invoices into customizable stages that fit your business needs, whether it's a deposit, progress payment, or balance.
Stage 1
Send the first stage as a percentage of the total or a fixed amount, based on your preference. Set the due date to align with your initial payment requirements.
Invoice Paused
Once the first stage is paid, the invoice enters a "Paused" state until you’re ready to trigger the next payment stage.
Subsequent Stages
Unpause the invoice and send the next stage when it’s time—whether for a progress payment, final balance, or any additional stages in your customized billing process.
Benefits
Benefits
Benefits
Receive funds upfront to cover initial costs.
Receive funds upfront to cover initial costs.
Receive funds upfront to cover initial costs.
Minimize the chance of non-payment upon project completion.
Minimize the chance of non-payment upon project completion.
Minimize the chance of non-payment upon project completion.
Align payment requests with project milestones.
Align payment requests with project milestones.
Align payment requests with project milestones.
Example
Example
Example
Web Design Firm with a New Client
Web Design Firm with a New Client
Web Design Firm with a New Client
Project Total
Project Total
Project Total
$5,000
$5,000
$5,000
Stage 1 (Pay Half Now)
Stage 1 (Pay Half Now)
Stage 1 (Pay Half Now)
$2,500 deposit due today.
$2,500 deposit due today.
$2,500 deposit due today.
Payment Received and Invoice Paused
Payment Received and Invoice Paused
Payment Received and Invoice Paused
Payment is received and work begins on the website.
Payment is received and work begins on the website.
Payment is received and work begins on the website.
Stage 2 (Pay Balance Prior to Handover)
Stage 2 (Pay Balance Prior to Handover)
Stage 2 (Pay Balance Prior to Handover)
$2,500 balance due before handing over the final website and domain.
$2,500 balance due before handing over the final website and domain.
$2,500 balance due before handing over the final website and domain.
Outcome
Outcome
Outcome
The firm secures funds to start the project and reduces the risk of non-payment.
The firm secures funds to start the project and reduces the risk of non-payment.
The firm secures funds to start the project and reduces the risk of non-payment.
Step 3:
Step 3:
Step 3:
Step 3:
Encourage Quick Payments with Early Payment Options
Encourage Quick Payments with Early Payment Options
Encourage Quick Payments with Early Payment Options
Encourage Quick Payments with Early Payment Options
Features Used: Early Payment Options
Features Used: Early Payment Options
Features Used: Early Payment Options
Ideal for: Established Accounts, Account Holders with Trading Terms
Ideal for: Established Accounts, Account Holders with Trading Terms
Ideal for: Established Accounts, Account Holders with Trading Terms
How it works
Customizable Discounts
Offer percentage or fixed amount discounts for early payments.
Short Eligibility Periods
Typically 3-5 days to encourage prompt action.
Flexible Payment Options
Choose to pay in full today for a higher discount or pay half today for a smaller discount on the total amount.
Benefits
Benefits
Benefits
Accelerate receipt of funds from clients who usually pay on longer terms.
Accelerate receipt of funds from clients who usually pay on longer terms.
Accelerate receipt of funds from clients who usually pay on longer terms.
Avoid reliance on expensive overdraft facilities or invoice factoring.
Avoid reliance on expensive overdraft facilities or invoice factoring.
Avoid reliance on expensive overdraft facilities or invoice factoring.
Strengthen partnerships by turning financing costs into savings for your customers, allowing both you and your clients to benefit financially from early payments.
Strengthen partnerships by turning financing costs into savings for your customers, allowing both you and your clients to benefit financially from early payments.
Strengthen partnerships by turning financing costs into savings for your customers, allowing both you and your clients to benefit financially from early payments.
Example
Example
Example
Equipment Supplier with Established Account Holder
Equipment Supplier with Established Account Holder
Equipment Supplier with Established Account Holder
Standard Terms
Standard Terms
Standard Terms
Net 60 days
Net 60 days
Net 60 days
Option 1 (Pay in Full Today)
Option 1 (Pay in Full Today)
Option 1 (Pay in Full Today)
10% discount if paid within 5 days.
10% discount if paid within 5 days.
10% discount if paid within 5 days.
Option 2 (Pay Half Today)
Option 2 (Pay Half Today)
Option 2 (Pay Half Today)
5% discount on the total amount if half is paid within 5 days.
5% discount on the total amount if half is paid within 5 days.
5% discount on the total amount if half is paid within 5 days.
Outcome
Outcome
Outcome
The client opts to pay early to take advantage of the savings, improving the supplier's cash flow and benefiting both parties financially by avoiding financing costs.
The client opts to pay early to take advantage of the savings, improving the supplier's cash flow and benefiting both parties financially by avoiding financing costs.
The client opts to pay early to take advantage of the savings, improving the supplier's cash flow and benefiting both parties financially by avoiding financing costs.
Step 4:
Step 4:
Step 4:
Step 4:
Enforce Payment Terms with Late Fees
Enforce Payment Terms with Late Fees
Enforce Payment Terms with Late Fees
Enforce Payment Terms with Late Fees
Features Used: Late Fees
Features Used: Late Fees
Features Used: Late Fees
Ideal for: Account Holders with Trading Terms, Established Accounts
Ideal for: Account Holders with Trading Terms, Established Accounts
Ideal for: Account Holders with Trading Terms, Established Accounts
How it works
Customizable Late Fees
Set up flat fees, percentage charges, or interest rates based on your terms.
Minimum Invoice Value
Define a threshold below which late fees are not applied to avoid unnecessary charges on small invoices.
Automatic Application & Escalating Notices
Late fees are automatically added to overdue invoices after a grace period, with the option to set up to two escalating late fees. Automated reminders escalate as the due date approaches, and once a late fee is applied, a notice is sent to inform the client and encourage prompt payment before the next fee is applied.
Benefits
Benefits
Benefits
Clients are motivated to pay on time to avoid additional charges.
Clients are motivated to pay on time to avoid additional charges.
Clients are motivated to pay on time to avoid additional charges.
Reduce delays in receiving payments.
Reduce delays in receiving payments.
Reduce delays in receiving payments.
Customizable settings ensure fees are appropriate for different invoice amounts.
Customizable settings ensure fees are appropriate for different invoice amounts.
Customizable settings ensure fees are appropriate for different invoice amounts.
Example
Example
Example
Wholesale Distributor with Trading Accounts
Wholesale Distributor with Trading Accounts
Wholesale Distributor with Trading Accounts
Standard Terms
Standard Terms
Standard Terms
Net 30 days.
Net 30 days.
Net 30 days.
Late Fee Policy
Late Fee Policy
Late Fee Policy
Grace Period: 5 days after due date.
Grace Period: 5 days after due date.
Late Fee Structure: A flat fee of $50 is applied if payment is not received within the grace period, followed by an additional $100 fee if still unpaid 15 days later.
Late Fee Structure: A flat fee of $50 is applied if payment is not received within the grace period, followed by an additional $100 fee if still unpaid 15 days later.
Minimum Invoice Value: Late fees apply only to invoices over $1,000.
Minimum Invoice Value: Late fees apply only to invoices over $1,000.
Outcome
Outcome
Outcome
Clients adhere more strictly to payment terms to avoid fees, enhancing the distributor's cash flow.
Clients adhere more strictly to payment terms to avoid fees, enhancing the distributor's cash flow.
Clients adhere more strictly to payment terms to avoid fees, enhancing the distributor's cash flow.
Step 5:
Step 5:
Automate Your Invoicing Process
Automate Your Invoicing Process
Features Used: Automations, Stages, Reminders, Late Fees, Early Payment Discounts
Ideal for: All Customer Types
How it works
Automated Workflows Tailored to Your Needs
Set up any combination of automated processes to streamline your invoicing
Stages
Automatically send staged payments to break large invoices into manageable parts.
Reminders for Due Payments
Schedule reminders to go out as the due date approaches or if a payment is overdue.
Late Fees & Escalating Notices
Apply late fees automatically after the grace period, with escalating reminders before additional fees are applied.
Early Payment Options
Offer automated early payment discounts to encourage clients to pay ahead of schedule.
Benefits
Accelerate receipt of funds from clients who usually pay on longer terms.
Avoid reliance on expensive overdraft facilities or invoice factoring.
Strengthen partnerships by turning financing costs into savings for your customers, allowing both you and your clients to benefit financially from early payments.
Example
Equipment Supplier with Established Account Holder
Standard Terms
Net 60 days
Option 1 (Pay in Full Today)
10% discount if paid within 5 days.
Option 2 (Pay Half Today)
5% discount on the total amount if half is paid within 5 days.
Outcome
The client opts to pay early to take advantage of the savings, improving the supplier's cash flow and benefiting both parties financially by avoiding financing costs.
Step 5:
Step 5:
Step 5:
Automate Your Invoicing Process
Automate Your Invoicing Process
Automate Your Invoicing Process
Features Used: Automations, Stages, Reminders, Late Fees, Early Payment Discounts
Features Used: Automations, Stages, Reminders, Late Fees, Early Payment Discounts
Features Used: Automations, Stages, Reminders, Late Fees, Early Payment Discounts
Ideal for: All Customer Types
Ideal for: All Customer Types
Ideal for: All Customer Types
How it works
Automated Workflows Tailored to Your Needs
Set up any combination of automated processes to streamline your invoicing
Stages
Automatically send staged payments to break large invoices into manageable parts.
Reminders for Due Payments
Schedule reminders to go out as the due date approaches or if a payment is overdue.
Late Fees & Escalating Notices
Apply late fees automatically after the grace period, with escalating reminders before additional fees are applied.
Early Payment Options
Offer automated early payment options to encourage clients to pay ahead of schedule.
Benefits
Benefits
Benefits
Accelerate receipt of funds from clients who usually pay on longer terms.
Accelerate receipt of funds from clients who usually pay on longer terms.
Accelerate receipt of funds from clients who usually pay on longer terms.
Customize communication based on client behaviour reminders, fee notices, or discounts.
Customize communication based on client behaviour reminders, fee notices, or discounts.
Customize communication based on client behaviour reminders, fee notices, or discounts.
Focus on growing your business while automations manage your invoices and follow-ups.
Focus on growing your business while automations manage your invoices and follow-ups.
Focus on growing your business while automations manage your invoices and follow-ups.
Example
Example
Example
Event Planner with Cash Sale Customer
Event Planner with Cash Sale Customer
Event Planner with Cash Sale Customer
Stage 1 (Deposit) Invoice Sent
Stage 1 (Deposit) Invoice Sent
Stage 1 (Deposit) Invoice Sent
A 50% deposit is due today.
A 50% deposit is due today.
A 50% deposit is due today.
Reminder Schedule for Stage 1
Reminder Schedule for Stage 1
Reminder Schedule for Stage 1
Next Day Morning: An email reminder is sent automatically if the payment is not received.
Next Day Morning: An email reminder is sent automatically if the payment is not received.
Next Day Morning: An email reminder is sent automatically if the payment is not received.
3 Days Later: A follow-up email is sent to prompt the client to make the payment.
3 Days Later: A follow-up email is sent to prompt the client to make the payment.
3 Days Later: A follow-up email is sent to prompt the client to make the payment.
Stage 2 (Balance) Invoice Sent
Stage 2 (Balance) Invoice Sent
Stage 2 (Balance) Invoice Sent
The remaining 50% balance is set up with early payment options and late fee terms.
The remaining 50% balance is set up with early payment options and late fee terms.
The remaining 50% balance is set up with early payment options and late fee terms.
Early Payment Option: A discount is provided if the balance is paid within 3 days of the due date.
Late Fees (if applicable): If the balance remains unpaid after the grace period, a late fee is automatically applied, and a notification is sent to the client.
Minimum Invoice Value: Late fees apply only to invoices over $1,000.
Outcome
Outcome
Outcome
The event planner encourages prompt payment of the deposit through reminders and motivates early payment of the balance with discounts, while late fees ensure compliance with payment terms if necessary.
The event planner encourages prompt payment of the deposit through reminders and motivates early payment of the balance with discounts, while late fees ensure compliance with payment terms if necessary.
The event planner encourages prompt payment of the deposit through reminders and motivates early payment of the balance with discounts, while late fees ensure compliance with payment terms if necessary.
Step 6:
Step 6:
Step 6:
Step 6:
Gain Insights with the Dashboard
Gain Insights with the Dashboard
Gain Insights with the Dashboard
Gain Insights with the Dashboard
Features Used: Dashboard, Real-Time Analytics
Features Used: Dashboard, Real-Time Analytics
Features Used: Dashboard, Real-Time Analytics
Ideal for: Business Owners, Accounts Receivable Managers
Ideal for: Business Owners, Accounts Receivable Managers
Ideal for: Business Owners, Accounts Receivable Managers
How it works
Critical Information at a Glance
Quickly view all expected payments due in the next 7 days (excluding paused stages) and recognize the status of each invoice with easy-to-read icons.
Monitor Client Engagement
See who has opened and viewed their invoices, and take immediate action by resending emails or other notifications to ensure timely payment.
Real-Time Payment Stage Management
Easily manage your payment stages from the dashboard—unpause invoices and send the next stage when ready, keeping payments on track.
Instant Access to Payment Activity
Stay informed with real-time updates on all invoice activities, helping you respond proactively to any potential issues or delays in payments.
Benefits
Benefits
Benefits
Address potential issues before they impact cash flow.
Address potential issues before they impact cash flow.
Address potential issues before they impact cash flow.
Save time with quick actions and at-a-glance information.
Save time with quick actions and at-a-glance information.
Save time with quick actions and at-a-glance information.
Ensure clients are informed and invoices are received.
Ensure clients are informed and invoices are received.
Ensure clients are informed and invoices are received.
Example
Example
Example
Accounts Receivable Manager
Accounts Receivable Manager
Accounts Receivable Manager
Expected Payments
Expected Payments
Expected Payments
Notices $15,000 expected in the next week.
Notices $15,000 expected in the next week.
Notices $15,000 expected in the next week.
Engagement Tracking
Engagement Tracking
Engagement Tracking
Identifies invoices not yet viewed and quickly resends emails or triggers notifications.
Identifies invoices not yet viewed and quickly resends emails or triggers notifications.
Identifies invoices not yet viewed and quickly resends emails or triggers notifications.
Stage Management
Stage Management
Stage Management
Unpauses and sends next stages for completed projects.
Unpauses and sends next stages for completed projects.
Unpauses and sends next stages for completed projects.
Outcome
Outcome
Outcome
Improves collection efficiency and maintains healthy cash flow by staying on top of outstanding payments and ensuring timely follow-ups.
Improves collection efficiency and maintains healthy cash flow by staying on top of outstanding payments and ensuring timely follow-ups.
Improves collection efficiency and maintains healthy cash flow by staying on top of outstanding payments and ensuring timely follow-ups.
Take Control. Get Paid Faster.
Take Control. Get Paid Faster.
Take Control. Get Paid Faster.
Take Control. Get Paid Faster.
Stop Chasing Payments
Automate reminders and apply late fees instantly, so you collect payments on time, every time no more manual follow-ups.
Stop Chasing Payments
Automate reminders and apply late fees instantly, so you collect payments on time, every time no more manual follow-ups.
Stop Chasing Payments
Automate reminders and apply late fees instantly, so you collect payments on time, every time no more manual follow-ups.
Stop Chasing Payments
Automate reminders and apply late fees instantly, so you collect payments on time, every time no more manual follow-ups.
Take Control of Your Cash Flow
Secure upfront deposits, break down large invoices into manageable stages, and ensure consistent cash flow without surprises.
Take Control of Your Cash Flow
Secure upfront deposits, break down large invoices into manageable stages, and ensure consistent cash flow without surprises.
Take Control of Your Cash Flow
Secure upfront deposits, break down large invoices into manageable stages, and ensure consistent cash flow without surprises.
Take Control of Your Cash Flow
Secure upfront deposits, break down large invoices into manageable stages, and ensure consistent cash flow without surprises.
Maximize Your Revenue
Boost your bottom line by offering early payment options and automating your entire invoicing process keeping more cash in your business.
Maximize Your Revenue
Boost your bottom line by offering early payment options and automating your entire invoicing process keeping more cash in your business.
Maximize Your Revenue
Boost your bottom line by offering early payment options and automating your entire invoicing process keeping more cash in your business.
Maximize Your Revenue
Boost your bottom line by offering early payment options and automating your entire invoicing process keeping more cash in your business.
Turbocharge Your Accounts Receivable with Stagepay.
Turbocharge Your Accounts Receivable with Stagepay.
Turbocharge Your Accounts Receivable with Stagepay.
Turbocharge Your Accounts Receivable with Stagepay.
Take Control of Your Cash Flow Automate Payments, Boost Your Revenue, and Turbocharge Your Accounts Receivable with Stagepay.
Take Control of Your Cash Flow Automate Payments, Boost Your Revenue, and Turbocharge Your Accounts Receivable with Stagepay.
Take Control of Your Cash Flow Automate Payments, Boost Your Revenue, and Turbocharge Your Accounts Receivable with Stagepay.
Features
Industry
Company Size
Role
© Copyright 2025, All Rights Reserved by Stagepay
Features
Industry
Company Size
Role
© Copyright 2025, All Rights Reserved by Stagepay
Features
Company Size
Role
© Copyright 2025, All Rights Reserved by Stagepay
Features
Industry
Company Size
Role
© Copyright 2025, All Rights Reserved by Stagepay