How To Create An Invoice For An Overseas Client

Who: This process is for the Office Administrator to undertake

What: This process shows you how to create an invoice for an overseas client

When: This process is done when you have an invoice to create for an overseas client

Why: This process is completed to ensure overseas clients are invoiced correctly

IMPORTANT NOTE: Clients overseas are NOT able to set up GoCardless mandates as it doesn't allow them to pay in a different currency, so they must pay either by a manual bank transfer or via PayPal.

We no longer offer Stripe as a payment service for Strictly Savvy.

1. Go to Harvest > Invoices > Overview

2. Select the green + New invoice button

3. Choose the client from the dropdown

4. Select the Invoice type:

• Create an invoice for tracked time, expenses, or fixed fees OR

• Create a blank invoice (use this option for pre-paid clients invoices)

5. Select the green Choose projects button

6. If you are creating an invoice for tracked time, expenses, or fixed fees, untick every project aside from the one you want to invoice

7. Select the green Review Invoice button

8. Change the Tax option under the client's name to Xero Rated (0.00%)

9. Enter a Description based on the name of the timer being used eg Fixed Fee / Teachable Seup

10. Edit the Quantity and Unit Price fields as required

11. Un-tick the GST box at the end of the row

12. Select the green Save Invoice button

13. On the next page click on Actions and select Copy to Xero from the dropdown

14. Go to Xero > Sales > Drafts and open the invoice you have just created

15. Change the Branding theme to PayPal Payment Invoice if they have requested to pay this way, otherwise select Standard

16. Approve and email to client