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.
Settings
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. Those two labels follow the band country, with the same names as on the band profile.
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.
Invoices
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.
Gig prefill
When Gigs and invoicing are both installed, Create invoice on the gig’s Financial card (view or edit) 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, so you can open or download it from the same card.
Sending by email
Send by email on the invoice view needs a relation with an email address and your own mailbox under Band settings → Email sending. Without that mailbox the send screen shows a warning and a link to Email sending; the invoice is not sent. The send screen prefills To, subject, and body from your invoicing settings; edit before Send. The PDF attaches automatically and status moves to Sent. The From field shows the address of your connected mailbox.
Exporting
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.
When something goes wrong
Send fails — check that the relation has an email and, if you connected your own mailbox, verify it under Band settings → Email sending (Test connection). Cannot delete — only Open invoices delete, and only members with the Can delete open invoices right (Band settings → Members); 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.
