How to Create an Invoice for a Gig on BookLive

Creating a professional invoice for a performance on BookLive helps your act stand out and keeps everything organized. Invoices are particularly important when working with corporate clients who require documentation to process payments.

Benefits: #

• Keeps financial transactions organized.
• Projects a professional image.
• Ensures you receive payment in a timely manner.
• Helps corporate clients process payments efficiently.

Prerequisites: #

Before you start, ensure you have the following:

• A BookLive account.
• Your act set up on BookLive.
• A performance already added to the calendar.

Step-by-Step Guide: #

1. Log into Your BookLive Dashboard #

• Open your web browser and go to BookLive Login.
• Enter your email and password.
• Click the “Log In” button to access your dashboard.

2. Navigate to the Performance #

• Locate the performance for which you want to create an invoice. For this example, we’ll use a fake gig on September 28.
• Open the performance dashboard for the selected gig. You will be automatically directed to the invoicing tab.

3. Add Services to the Invoice #

• Click the blue “Add Service” button under the “Service” heading.
• Select Predefined Service:
  • Choose from the predefined services in your act’s library (e.g., “Extreme String Solo for 1 Hour”).
  • This will pull in the service details, such as the price and musician count.
  • Click “Save” to update the line items on your invoice.
• Create a New Service:
  • If no predefined services are available, click “Add Service” to create a new service.
  • Name the service (e.g., “Wedding Ceremony, 1 Hour”).
  • Enter the price, default deposit amount, and musician count.
  • Click “Save” to add the new service to the invoice.

4. Add Additional Line Items #

• Add other services as needed (e.g., custom song, additional 15 minutes, sound engineer).
• Each new service updates the invoice total.

5. Add Discounts to the Invoice #

• Click “Add Discount” under the “Discount” heading.
• Select Predefined Discount:
  • Choose from the predefined discounts in your act’s library.
• Create a New Discount:
  • Click “Add Discount” to create a new discount.
  • Name the discount (e.g., “25% Fast Action Discount”).
  • Select whether it’s a percentage or fixed dollar amount.
  • Enter the discount value and click “Save.”
• The discount will be calculated and applied to the invoice total.

6. View and Send the Invoice #

• Click “Invoice Actions” at the bottom left of the invoice tab.
• Select “View Invoice” to open and review the invoice.
  • The invoice will display the invoice number, address, name, date, time, venue, line items, subtotals, discounts, and total amount.
  • Clients can pay the down payment or balance directly from the invoice page.
• To send the invoice:
  • Ensure a client is attached to the performance.
  • Click “Invoice Actions” and select “Send Invoice” to email the invoice to the client’s address on file.

Conclusion: #

You’ve successfully created and sent an invoice for a gig on BookLive. This professional approach ensures that all financial transactions are handled efficiently, enhancing your reputation and making it easier for clients to process payments.

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