<aside>
📌
This article is dedicated to users with Leader Elite, Leader, or Musician Pro accounts.
</aside>
Each booking you create has a unique “Client Portal” where the invoice and contract for that booking live permanently. Once your client has their client portal link, they can visit any time to sign and review their contract and/or make invoice payments.
So basically...
- You create the booking invoice and contract
- Click on the “Send Contract & Invoice” button
- Send an email to your client with the “Client Portal” link in the footer (this is automatic)
- Your client accesses their portal and pays you
Simple.
What Payment Methods Are Available Inside Back On Stage?
By default, your clients have a few different “payment method” options for posting payments to invoices within the Client Portal:
- Cheque(Check) or eTransfer - choosing this will notify you that the client is sending a cheque or eTransfer. You will need to confirm receipt later. Please note: this option DOES NOT MOVE MONEY. It simply allows the client to indicate that they are sending you money via the selected method.
- Credit Card or PayPal - choosing this lets your client send an instant payment. You receive the funds in your PayPal account.
You can also customize the list of payment method options in Company Settings > Details > Client Invoice Settings:
