Question 1

What can I do with Advanced Booking invoices?

Accepted Answer

Create and send invoices with PDF + UBL XML attached, use Stripe hosted pay links, include deposit deductions, track statuses, send refunds and credit notes, automatic reminders and CSV export. Automatic bookkeeper inbox forward included.

Question 2

What is Stripe Connect and do I need it?

Accepted Answer

Stripe Connect is how Stripe pays you directly. Required for one-click hosted payment on invoices, deposits, and Stripe refunds. Not required for manual invoices — Staffify handles reminders itself either way.

Question 3

How do I onboard Stripe Connect?

Accepted Answer

Settings, Invoices, Stripe, Connect Stripe. Sign in to existing or create new Stripe account, fill business info, verify identity. Return to Advanced Booking when complete.

Question 4

How do I create an invoice?

Accepted Answer

Advanced Booking, Sales, Invoices, New invoice. Manually with customer and line items, from a completed booking, or by converting an accepted quote. Save Draft then Send.

Question 5

What are the invoice statuses?

Accepted Answer

Draft (editable, not sent), Sent, Overdue (past due date), Paid, Credit note (refunded), Cancelled (before payment), Void (Stripe voided).

Question 6

How do deposits flow through to the invoice?

Accepted Answer

Deposit appears as a post total deduction: Subtotal, VAT, Total, minus Deposit paid, Amount due. Matches Dutch accounting convention since the deposit was already a VAT taxable event.

Question 7

How do customers pay an invoice?

Accepted Answer

Every invoice email includes PDF, UBL XML, and a Pay button. With Stripe Connect the button opens Stripe hosted checkout (card + iDEAL). Without Stripe it opens the Staffify hosted view page with your bank details.

Question 8

How do dunning reminders work?

Accepted Answer

Staffify sends automatic polite reminders at 3 days before due, 7d/14d/30d overdue. Same behaviour for Stripe and manual invoices. Templates editable in Settings → Sales → Templates.

Question 9

How do I refund or credit an invoice?

Accepted Answer

Stripe paid: Refund via Stripe button, partial or full. Manually paid: Create credit note to generate the document, then handle the bank refund yourself.

Question 10

How long are invoices kept?

Accepted Answer

7 years per Dutch tax law (bewaarplicht). Applies even after GDPR customer erasure: personal data is anonymised but line items, total, VAT, and date stay intact.