Payments and Invoicing

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14 articles in this collection
Written by Glade Luco and Antonio Sierra

Difference Between Tax Inclusive and Exclusive

What Tax inclusive and exclusive means when creating a booking and how you can apply it.
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Written by Antonio Sierra
Updated over a week ago

Withholdings: Creating Groups, Allowances, Deductions, and Surcharges

Learn how to create settings for each country or state plus using allowances, solidarity tax (surcharges), deductions, and more
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Written by Antonio Sierra
Updated over a week ago

Recording a Payment

How to log or record a payment.
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Written by Antonio Sierra
Updated over a week ago

Settlements

How to mark a booking paid to the artist or agent.
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Written by Antonio Sierra
Updated over a week ago

How to refund a Stripe payment

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Written by Antonio Sierra
Updated over a week ago

Payment Settings

Choose which payment methods or instructions to use on each invoice. Connect multiple bank or PayPal accounts.
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Written by Antonio Sierra
Updated over a week ago

Instant Bank Verification - Stripe + Plaid

What is Instant Bank Verification, and is it secure?
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Written by Glade Luco
Updated over a week ago

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.
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Written by Antonio Sierra
Updated over a week ago

Invoice Statuses

Description of different statuses of the invoicing process.
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Written by Antonio Sierra
Updated over a week ago

Creating Invoices

Learn how to create invoices from 'presets' or 'other'
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Written by Antonio Sierra
Updated over a week ago

Payment Plan

Set up how you will be paid on a booking.
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Written by Glade Luco
Updated over a week ago

Searching for Invoices Using Filters

Learn how you can use your filters to easily find invoices using the invoice ID filter.
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Written by Antonio Sierra
Updated over a week ago

Refunds

How to mark invoices refunded and generate refund receipts
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Written by Glade Luco
Updated over a week ago

Over-Invoiced Items and Adjustments

How to resolve over-invoiced items.
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Written by Glade Luco
Updated over a week ago