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This article is dedicated to users with Leader Elite, Leader, or Musician Pro accounts.
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To receive money from a client, you first need to create a booking and an invoice within that booking. Each booking has a unique "Client Portal" containing the invoice (and contract). Once clients have their portal link, they can access it anytime to sign their contract and make payments.
Here's how it works:
You create the booking invoice (and contract, if required)
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For detailed instructions on creating an invoice, see this tutorial:
How To Create & Send An Invoice To A Client
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Click on the "Sharing Options" button inside the Booking Creator, then click “Send Email”
Draft your email. A "Client Portal" link will be included in the footer
Your client accesses their portal and pays you
Simple.
<aside> PRO TIP: We recommend texting the client portal link to your client in addition to emailing it. Since emails can sometimes land in spam folders, sending a text ensures they'll know their invoice is ready and can easily access it.
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Payment methods help you track how your company receives money. When you send an invoice, your client gets a link to their "Client Portal" for making payments. In the portal, they’ll choose from whichever payment method options you have made available to them. You can manage which payment options clients see and which options admins can use through your Company Settings > Details.
Company Settings > Details > Payment Method Options
Before sending invoices to your client, check your company settings (shown above) to ensure the payment options in the client portal are configured correctly.
Click "Edit" to manage which payment methods are available in both your client portal and to your team admins.
Show: This payment method will appear as an option in your client portal and is available to company admins for manual payment processing.
Hide: This method won't appear in the client portal but remains available to company admins for manual payment processing.