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Custom Invoice IDs, Invoice Event Title, and Expense Groups

Use your own Custom Invoice IDs and learn how you can start a new sequence and customize the event tile and expense groups.

Written by Antonio Sierra

You can use a Custom Invoice ID to your invoices. To assign a custom ID to your agency account, go to Settings > Invoices, Offer and Payments > Invoices. You'll have the option to start with a new number or continue an existing one.

Once you create an invoice draft, the invoice number will show up as code (###) until you issue or bill the invoice. This will protect the invoice number to be deleted by mistake.

Clicking "Bill" will create the custom number that can't be deleted anymore and will consider the invoice as "Created," it will also give you a link to the invoice in case you need to send it to the payer externally (i.e. WhatsApp, Messenger, Email, etc).

Invoice Event Title and Invoice Expense Groups

You can configure the invoice event title (description) as well as the expense groups with the expense type and a description (i.e. Flights - Antonio's flight from LAX to SFO)


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Custom Agency Invoice IDs

Step 1: From your Dashboard, click on your name on the top right-hand side corner, and click on Settings.

Step 2: On your Settings tab, select the right-hand side Settings button, to go to your Agency backend settings.

Step 3: On the left-hand side select the Invoices, Offer and Payments menu, then click the Invoices sub-menu.

Step 4: turn on the Use Custom Invoice Id Sequences toggle. Once you have added the Prefix, use the Save button to save the sequence.

Each new invoice you generate will automatically follow the sequential order, increasing by +1 (e.g., if the last invoice was 001, the next will be 002, then 003, etc.).


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Custom Artist Invoice IDs

Step 1: From your Dashboard, click the Roster button at the top of your screen.

Step 2: Hover your mouse over the artist, and click the Pencil icon.

Step 3: On the left-hand side menu select the Invoices tab and turn on the Use Custom Invoice Id Sequences toggle.

Step 4: Once you have added the Prefix, use the Save button to save the sequence.

Each new artist invoice you generate will automatically follow the sequential order, increasing by +1 (e.g., if the last invoice was 001, the next will be 002, then 003, etc.).


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If you have any questions or need additional help, please reach out to support@gigwell.com or use the chat widget on your screen.

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