Payments and Invoicing
By Antonio and 3 others4 authors19 articles
- Difference Between Tax Inclusive and ExclusiveWhat Tax inclusive and exclusive means when creating a booking and how you can apply it.
- Withholdings: Creating Groups, Allowances, Deductions, and SurchargesLearn how to create settings for each country or state plus using allowances, solidarity tax (surcharges), deductions, and more
- Recording a PaymentHow to log or record a payment.
- SettlementsHow to record, share, and finalize settlements with artists and agents.
- How to refund a Stripe payment
- Payment SettingsChoose which payment methods or instructions to use on each invoice. Connect multiple bank or PayPal accounts.
- Instant Bank Verification - Stripe + PlaidWhat is Instant Bank Verification, and is it secure?
- Custom Invoice IDs, Invoice Event Title, and Expense GroupsUse your own Custom Invoice IDs and learn how you can start a new sequence and customize the event tile and expense groups.
- Invoice StatusesDescription of different statuses of the invoicing process.
- Creating InvoicesLearn how to create invoices from 'presets' or 'other'
- Payment PlanSet up how you will be paid on a booking.
- Searching for Invoices Using FiltersLearn how you can use your filters to easily find invoices using the invoice ID filter.
- RefundsHow to mark invoices refunded and generate refund receipts
- Over-Invoiced Items and AdjustmentsHow to resolve over-invoiced items.
- How to add Sales Tax to your Bookings and InvoicesThis article describes how to add Sales Tax, or VAT/GST/HST/PST to your bookings, and invoices.
- đź’ˇ FlexPay Portal: New Payer Tools to Streamline Payments
- Unrecording a Payment and Editing the InvoiceThis article will teach you how to un-record a payment and edit an invoice
- How to Edit an InvoiceThis article will help you learn how to edit an existing invoice.
- Connecting Artist Payment Provider AccountsMaking invoices payable to artists directly by connecting artist Stripe and/or PayPal accounts.