Creating an invoice

Before creating an invoice, don’t forget to create a customer card and fill in the payout details. For more details on how to do this, refer to the ‘Adding a customer' section.

Legal entity customer

After adding a customer, go to the Invoices section → Add new. A form will open that you need to fill out:

Customer:* select a customer from the dropdown list of previously added Сustomers
Service name:* choose a service from the dropdown list that is most closely related to your type of activity Description: if necessary, add a description of the provided service, this field is optional
Amount:* the invoice amount
Currency:* the invoice currency

Additionally, you can enable the option for the customer to pay the invoice with a business card by moving the slider next to ‘Do you agree to pay an extra 3% for customer’s card payment?' - this will provide a special Stripe payment link. Please note that when paying the invoice with a card, the service fee will be increased by 3%. This option is not mandatory when creating an invoice for legal entities.

Example of filling out an invoice:

Save the invoice and wait for the PDF file to be generated (takes no more than 20 seconds)

You can send the payment invoice directly to the customer from the service by clicking the ‘Send to customer' button or simply save the invoice for later sending by downloading the PDF file from the system and forwarding it to the customer using external channels.

In the Invoices menu section, you can view a list of all created invoices and navigate to the specific one for more detailed information.

THINGS TO NOTICE:

Amount Gross represents the sum paid by the customer, while Amount Net is the sum you will receive after the commission is deducted

In the Service name field, you choose a service that is most closely related to your type of activity. If the desired service is not in the list, contact support, and we will consider adding it

In the Description field you can provide details about the completed work and other necessary information for both you and the customer, but this field is optional

You can create any number of invoices at your discretion. Once an invoice is created, it cannot be edited: you can archive an incorrect/excess invoice and simply create a new one

If you to toggle the switch next to 'Do you agree to pay an extra 3% for customer’s card payment?', a payment link for card transactions will appear in the invoice. In the case of card payment, an additional 3% commission will be deducted from the freelancer

When selecting USD as the invoice currency, you will see the slider 'I agree for an extra fee of 2% for customer’s card charge in USD'. If you click on it, the customer will see the payment amount in dollars, and your (the freelancer’s) total commission will increase by 2%

Below is an example of an invoice that a freelancer sends to the customer’s email. The invoice contains the details of the EasyStaff company for transfers via SWIFT and SEPA in euros, as well as via SWIFT and ACH in dollars to our bank.

For UK customers, a special invoice is created with the details of the Lithuanian company EasyStaff UAB.

THINGS TO NOTICE:

Customer = sender of the payment, the payment will be rejected if the customer’s data in the invoice differs from the actual payer’s data. The service reserves the right to request data confirmation at any time

Your customer should not specify your full name in the payment details or reference. The customer makes the payment to EasyStaff, not to John Doe. Otherwise, the transfer may be lost, and the sent amount will be returned to the customer within 2−3 weeks

Payment of the invoice is to be made strictly using the specified details from the customer’s account to EasyStaff’s account

For each new incoming payment from your customer, it is necessary to create a new invoice. This ensures that we understand that you specifically expect the payment

Modification of the invoice is not permitted

You can find detailed instructions on how to pay your invoice for legal entities and companies in the How to pay your freelancer section.

Additional information regarding service fees can be found in the Terms section.

Physical person customer

Once you have added a customer, go to the Invoices → Add new section. A form will appear where you should select the customer and service. Fill in the details for each field, including the amount and currency for the transfer.

Customer: choose the customer from the dropdown list of previously added customers
Service name: select the service from the dropdown list that closely aligns with your type of activity
Description: if necessary, add a description of the provided service, this field is optional
Amount: the invoice amount
Currency: the invoice currency

THINGS TO NOTICE:
The toggle next to 'Do you agree to pay an extra 3% for customer’s card payment?' will be enabled by default. This toggle generates the Stripe link, allowing an individual customer to pay the invoice with a card or via link service. In the case of card payment, an additional 3% commission will be deducted from you.

When selecting USD as the invoice currency, you will see the toggle 'I agree for extra fee 2% for customer’s card charge in the USD'. By toggling this, your customer will see the payment amount in dollars, and your total commission will be increased by 2%.

Example of filling out the invoice:

You can view a list of all created invoices and navigate to the specific one to see more detailed information in the Invoices menu section.

THINGS TO NOTICE:

Amount Gross is the sum paid by the customer, while Amount Net is the amount you will receive after the commission deduction

In the Service name field, you choose a service that is most closely related to your type of activity. If the desired service is not in the list, contact support, and we will consider adding it

In the Description field you can provide details about the completed work and other necessary information for both you and the customer, but this field is optional

You can create any number of invoices at your discretion. Once an invoice is created, it cannot be edited: you can archive an incorrect/excess invoice and simply create a new one

To make an invoice payment by a physical person, you need to toggle the switch next to 'Do you agree to pay an extra 3% for customer’s card payment?', a payment link will appear on the invoice, allowing to make the payment using a card or through a link service. In the case of card payment, an additional 3% commission will be deducted from you

When selecting USD as the invoice currency, you will see the slider 'I agree for an extra fee of 2% for customer’s card charge in USD'. If you click on it, your customer will see the payment amount in dollars, and your total commission will increase by 2%

Below is an example of an invoice that a freelancer sends to the customer via email. The invoice includes a link for payment via Stripe.

THINGS TO NOTICE:

Customer = sender of the payment, the payment will be rejected if the customer’s data in the invoice differs from the actual payer’s data. The service reserves the right to request data confirmation at any time

Your customer should not specify your full name in the payment details or reference. The customer makes the payment to EasyStaff, not to John Doe. Otherwise, the transfer may be lost, and the sent amount will be returned to the customer within 2−3 weeks

Payment of the invoice is to be made strictly using the payment link specified in the invoice

For each new incoming payment from your customer, it is necessary to create a new invoice. This ensures that we understand that you specifically expect the payment

Modification of the invoice is not permitted

You can find detailed instructions on how to pay your invoice for legal entities and companies in the How to pay your freelancer section
For additional information on service fees, please refer to the Terms section