All Collections
Payments and Invoicing
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 mark a booking paid to the artist or agent.
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.