BookLive gives you control over what appears on client-facing invoices and which payment methods clients can use to pay you. Both options live in a single place: Finance Settings under the Finances section of your account. This article walks through invoice customization and payment method controls so your invoices look professional and your payment workflow matches how you operate.
Getting to Finance Settings #
- Log in at https://booklive.com/login.
- In the left sidebar, click Finances to expand the section.
- Click Finance Settings.
Invoice Customization #
The Invoice Customization section controls what contact and branding details appear at the top of every invoice and receipt your clients receive. By default, invoices show your group name only. You can optionally add your address, phone number, and website link.
Showing Your Address #
- Toggle Show Address on Invoice on.
- Leave the Custom Address field blank to pull your group’s default address automatically, or type a custom address if you want to use a different mailing address (for example, a P.O. box or business address).
Showing Your Phone Number #
- Toggle Show Phone Number on Invoice on.
- Leave the Custom Phone Number field blank to use your group’s default phone number, or enter a different number if you prefer clients to reach a specific line.
Showing Your Website #
- Toggle Show Website on Invoice on.
- Choose which URL to display:
- Use BookLive Profile Link — links to your public BookLive profile page automatically.
- Use Custom Website URL — enter any URL, such as your personal or business website.
Previewing Your Invoice Header #
A live preview at the bottom of the Invoice Customization section shows exactly how the header block will appear on invoices based on your current settings. Check the preview before saving to confirm the details look right.
All changes save automatically as you toggle and fill in each field — there is no separate Save button required.
Payment Settings #
The Payment Settings section lets you control which online payment methods are available to clients when they pay a BookLive invoice. By default, both credit card and ACH bank transfer payments are enabled. You can disable either method if your workflow calls for it.
Disabling Credit Card Payments #
Toggle Disable Credit Card Payments on to prevent clients from paying by credit or debit card. This is useful if you only accept bank transfers or offline payments and want to remove the card option from the client checkout screen.
Disabling ACH Bank Transfer Payments #
Toggle Disable ACH Bank Transfer Payments on to hide the bank transfer option at checkout. Clients will only see credit card as an online payment option.
Tips & Notes #
- Warning: disabling both methods — If you disable both credit card and ACH, BookLive will display a warning and clients will have no way to pay online. Only do this if you intend to handle all payments offline (for example, via check or cash).
- Invoice customization affects all future invoices and receipts. It does not retroactively update invoices already sent.
- These settings apply to your entire group, not individual performances.
- To learn more about each payment method, see Accepting Credit Card Payments from Clients and Accepting ACH Bank Transfer Payments from Clients in BookLive.
