When a gig is booked and money needs to change hands, invoicing turns line items into a PDF you can download or email to a client. Everything stays in the band until you export or send it.
Before the first invoice, open Invoicing → Settings. Defaults cover VAT percentage, whether amounts include VAT, and due date (7, 14, or 30 days from invoice date) for new invoices. Upload an invoice logo here — it appears on the PDF separately from band profile photos. Company details (email, registration number, VAT number) print in the header.
Payment instructions, IBAN, BIC/SWIFT, and account holder text appear under the totals on every PDF. Default email subject and message templates prefilled when you send an invoice; placeholders {invoice_number}, {band_name}, {relation_name}, and {total} are replaced automatically.
The list shows number, date, relation, status, and total — click a row to open it. New invoice builds a draft: search for a relation (when Relations is installed), set invoice date and due period, optional reference and note, then add line items with Add item. VAT and Amounts include VAT work the same as in settings. Create invoice saves with status Open.
Open invoices can be edited or deleted from the edit screen. After you send an email, status becomes Sent; Mark as paid on the view page sets Paid. Due dates in the past show as Overdue on the list while the invoice is still Open or Sent. If you do not see New invoice or Settings, your band lead has not given you edit rights on invoicing.
When Gigs and invoicing are both installed and financial lines exist on a gig, Create invoice on the gig’s financial section opens the new-invoice form with the first linked relation and gig line items already filled. Adjust anything that changed, then save — the invoice keeps a link back to that gig.
Send by email on the invoice view needs a relation with an email address and band SMTP configured under Band settings → Settings. The send screen prefills To, subject, and body from your invoicing settings; edit before Send. The PDF attaches automatically and status moves to Sent. Without SMTP you see a message with a link to band mail settings.
Download PDF on the view page opens the generated PDF in a new tab anytime you have view access. The band logo on the PDF comes from Invoicing → Settings, not from the band profile photo alone.
Send fails — verify SMTP under Band settings → Settings and that the relation has an email. Cannot delete — only Open invoices delete; paid or sent invoices stay for the record. Missing relation search — Relations must be installed for typeahead; you can still save an invoice without a relation but cannot use Send by email. Ask your band lead about rights or plan limits if buttons are missing.
