Invoicing

Invoices in CreatorPay let you formalize payment agreements with creators, track what's owed, and give creators a clear view of their compensation. Every invoice is tied to a campaign and a creator, keeping your financial records organized alongside your campaign data.

Creating an invoice

There are two ways to create an invoice:

From the creator profile

1. Open a creator's profile from your CRM list
2. Click the Payments tab
3. Click Create Invoice
4. Fill in the invoice details (see below)
5. Click Send Invoice

From the campaign view

1. Open a campaign
2. Go to the Payments tab
3. Click New Invoice
4. Select the creator from the campaign roster
5. Fill in the details and send

Invoice fields

When creating an invoice, you'll fill in the following:

Field	Description	Required
Creator	The creator being paid	Yes
Campaign	The associated campaign	Yes
Amount	Base payment amount	Yes
Currency	Payment currency (USD, EUR, GBP, etc.)	Yes
Deliverables	List of expected content pieces	Yes
Payment terms	When payment is due (on delivery, net 15, net 30, custom)	Yes
Bonus structure	Optional performance bonus to attach	No
Notes	Internal notes or special instructions	No
Due date	Specific payment date (overrides payment terms)	No

Deliverables

Each invoice includes a list of deliverables that define what the creator is expected to produce. Deliverables help both sides stay aligned and provide a checklist for content verification.

When adding deliverables, specify:

• Type -- Instagram post, TikTok video, YouTube video, Story, Reel, etc.
• Quantity -- How many pieces of this type
• Description -- Any specific requirements (talking points, hashtags, link placement)
• Deadline -- When this deliverable should be posted

Example deliverables:
- 1x Instagram Reel (30-60 seconds, mention product in first 5 seconds)
- 2x Instagram Stories (include swipe-up link)
- 1x TikTok video (use brand hashtag #StormyAI)

Invoice templates

If you frequently send similar invoices, save time by creating templates.

1. Go to CreatorPay > Templates
2. Click New Template
3. Fill in the standard fields you reuse (deliverables, payment terms, notes)
4. Save the template with a descriptive name

When creating a new invoice, click Use Template to pre-fill from a saved template. You can modify any field before sending.

Common templates:

• Standard IG Collab -- 1 Reel + 2 Stories, net 15 payment terms
• YouTube Integration -- 1 dedicated video, net 30, performance bonus attached
• TikTok Series -- 3 TikToks over 2 weeks, milestone payments
• UGC Package -- Content creation only (no posting), payment on delivery

Payment terms

Payment terms define when the creator gets paid relative to content delivery:

Term	Description
On delivery	Payment released as soon as all deliverables are verified
Net 15	Payment due 15 days after deliverables are completed
Net 30	Payment due 30 days after deliverables are completed
Milestone	Split payments at defined checkpoints
Custom	Set a specific due date

Milestone payments

For larger campaigns, you can split an invoice into milestones:

1. When creating the invoice, select Milestone as the payment term
2. Add milestone stages (e.g., "50% on content approval, 50% on post going live")
3. Define the amount or percentage for each stage
4. Each milestone triggers independently

Tracking payment status

Every invoice moves through these statuses:

Status	Meaning
Draft	Invoice created but not yet sent
Sent	Invoice delivered to the creator
Viewed	Creator has opened the invoice
Accepted	Creator accepted the terms
In Progress	Deliverables are being worked on
Pending Review	Deliverables submitted, awaiting your verification
Approved	All deliverables verified and approved
Processing	Payment is being processed through Stripe
Paid	Payment completed
Overdue	Payment terms exceeded without payout
Disputed	Creator has raised a dispute

You can filter invoices by status in the CreatorPay dashboard. Overdue invoices are flagged automatically.

Creator portal view

When a creator receives an invoice, they see a clean portal view with:

• Invoice amount and payment terms
• List of deliverables with checkboxes
• Status of their Stripe Connect account
• Payment history for all past invoices
• Ability to submit content for review
• Option to raise questions or disputes

Creators do not see your internal notes, margin calculations, or other creators' information. Each creator only sees their own invoices and payment history.

Bulk invoicing

For campaigns with many creators, you can create invoices in bulk:

1. Go to the campaign's Payments tab
2. Click Bulk Create Invoices
3. Select the creators to invoice
4. Choose a template or set uniform terms
5. Review the batch and confirm

Each creator receives their own individual invoice. You can adjust individual amounts or terms before sending the batch.

Exporting invoices

Export invoice data for your accounting or tax records:

• CSV export -- Download a spreadsheet of all invoices with amounts, dates, and statuses
• PDF invoices -- Generate individual PDF invoices for any payment
• Date range filter -- Export by month, quarter, or custom range

Go to CreatorPay > Export and select your preferred format and date range.