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This article is dedicated to users with Leader Elite, Leader, or Musician Pro accounts.

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Generate an invoice

Each invoice you create inside Back On Stage lives within a booking. Follow these simple steps to generate and invoice for your client:

1. Navigate to the Bookings menu and click "Add New"

2. Fill in the event details (title, date, status, client) and save

   

3. Under "Schedule and Services", select the billable services from the dropdown menu

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   Adding services to your schedule is what tells Back On Stage what to pre-fill on your downstream workflow items, like your invoice, client contract and even which roles you need to book.

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   If you need to add a new service, just click on “—Add New Service—” in the dropdown menu

   

4. In the "Documents" section, click "Generate" next to invoice

   

5. Review your invoice and click save. You will automatically be moved onto the contract generator next. If you do not require a contract now, just hit “Cancel” and return to the Booking Creator main page.

   

Send the invoice

To send the invoice:

1. In the Booking Creator main page, click "Sharing Options"

2. Select "Send Email". Compose your email and send. Your email will include a link to this booking’s unique client portal where your client can review and pay the invoice.

   

Other Helpful Articles Related to Invoices

How To Collect Client Payments

Link PayPal to Back On Stage