---
title: Invoicing for Staging
description: Use these steps to invoice Clients/Agents for staging services, while tracking invoices and payments.
---

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# Invoicing for Staging

## Use these steps to invoice Clients/Agents for staging services, while tracking invoices and payments.

#### [**# Google Drive**](https://drive.google.com/drive/folders/1_DJpQxE5_c2fTnfcUW1HTpUPBpL8JDj-)

### **1. Find most recent invoices generated and Click on More actions**

![](https://info.regoteam.com/hs-fs/hubfs/image-png-Mar-10-2025-07-27-51-2043-PM.png?width=788&height=497&name=image-png-Mar-10-2025-07-27-51-2043-PM.png)

### **2. Click on "Make a copy"**

#### [**# Google Docs**](https://docs.google.com/spreadsheets/d/10_2xrgl5BI174AZ4A32S70igYGTDnBLAu4yaTricLeE/edit?gid=1750050697#gid=1750050697)

### **3. Open the Copy you have made, and make the following updates:**

- Title of Document at Top (New Invoice # - Address - Staging”)
- Date of Invoice
- Invoice Number
- Name/Address of Person you are invoicing
- Under “Payment Terms” add in address, and change payment terms to “Immediate”
- Description: Add in address, and dates for staging (start date, and 60 days from start date)
- Amount ($1500 for under $1million, $2000 for over $1million)
- Ensure that the HST calculates and totals at the bottom of the invoice

### **![](https://info.regoteam.com/hs-fs/hubfs/image-png-Mar-10-2025-07-29-14-9465-PM.png?width=777&height=827&name=image-png-Mar-10-2025-07-29-14-9465-PM.png)**

### **4.  Highlight the entire invoice**

**![](https://info.regoteam.com/hs-fs/hubfs/image-png-Mar-10-2025-07-30-11-6047-PM.png?width=787&height=793&name=image-png-Mar-10-2025-07-30-11-6047-PM.png)**

### **5. Click on File & Print**

### **6. Click on Print and choose “Selected Cells”, and then NEXT.  Print to PDF.   Save into the Listing Document File.**

### **7. Log into Lonewolf - go to 8.4.1**

![](https://info.regoteam.com/hs-fs/hubfs/image-png-Mar-10-2025-07-31-16-2567-PM.png?width=423&height=632&name=image-png-Mar-10-2025-07-31-16-2567-PM.png)

### **8. Find the profile you are charging (Agent’s file, or Client Reimburseables if client is being invoiced)**

### **9. Click “Add Entry”**

![](https://info.regoteam.com/hs-fs/hubfs/image-png-Mar-10-2025-07-31-51-7665-PM.png?width=757&height=557&name=image-png-Mar-10-2025-07-31-51-7665-PM.png)

### **10. Complete details (27 is the staging code, fill in Invoice #, address in the comment section, date, and amount)**

### **Click “Apply”**

### ![](https://info.regoteam.com/hs-fs/hubfs/image-png-Mar-10-2025-07-32-26-3755-PM.png?width=773&height=227&name=image-png-Mar-10-2025-07-32-26-3755-PM.png)

### **12. Email Invoice to Agent/Client & Wait for payment**

### 13. When Payment Received, go to Lonewolf and click on 8.4.4 & find profile (Agent or Client Reimbursables)

### 14. Enter in all details of payment

- Payment Type (Cheque or EFT)
- Amount of Payment
- Date
- Click on “Allocate Expenses”

![](https://info.regoteam.com/hs-fs/hubfs/image-png-Mar-10-2025-07-33-23-5100-PM.png?width=752&height=561&name=image-png-Mar-10-2025-07-33-23-5100-PM.png)

### 15. Find invoice you are making the payment for, and enter amount & Click on “Post Amounts”

![](https://info.regoteam.com/hs-fs/hubfs/image-png-Mar-10-2025-07-33-57-6752-PM.png?width=773&height=572&name=image-png-Mar-10-2025-07-33-57-6752-PM.png)

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