The Performance Balances report in BookLive gives you a per-gig financial snapshot — showing how much you’ve collected from clients, how much you’ve paid out to musicians, and what the remaining net balance is for every performance on record. It’s a fast way to identify any gig with an outstanding balance, audit your financials across your full performance history, or confirm that a gig has been fully settled.
Before You Begin #
- You must be a group owner or administrator to access Performance Balances.
- Payments and musician payouts must be recorded in BookLive for the data to appear. Amounts entered outside the platform will not be reflected here.
- Your group must have Stripe connected to use BookLive Pay. The BookLive Pay balances filter will only be relevant if you accept online payments through the platform.
Step 1: Open Performance Balances #
- Log in to BookLive at https://booklive.com/login.
- Navigate to your group dashboard.
- In the left sidebar, click Finances.
- Under the Finances section, click Performance Balances.
The table loads and displays all of your performances sorted by balance in descending order — so any performances with the highest outstanding amounts appear at the top.
Step 2: Understand the Columns #
Each row in the table represents one performance. The columns are:
- Performance Title — The name of the performance. Click the title to open that performance’s detail page.
- Payments — The total amount received from the client for this performance (credit card, ACH, or manually recorded payments).
- Withdrawals — The total amount paid out to musicians on this performance.
- Refunds — Any refunds issued back to the client for this performance.
- Balance — The net remaining amount. This is calculated as Payments minus Withdrawals minus Refunds. A positive balance means money has been received but not yet paid out or refunded.
All columns are sortable. Click any column header to sort by that field; click again to reverse the sort order.
Step 3: Filter by BookLive Pay Balances (Optional) #
If you want to focus only on performances processed through BookLive Pay (Stripe), toggle on Show only performances with BookLive Pay balances at the top of the table. This filters the list to performances where a non-zero BookLive Pay balance exists, hiding all cash or externally-tracked gigs.
Toggle it off to return to the full performance list.
Step 4: Drill Into a Performance #
To investigate a specific gig in more detail, click its title in the Performance Title column. This opens the performance’s detail page where you can review individual payment records, musician payouts, and refunds in full.
Step 5: Adjust Rows Per Page #
By default, the table shows 10 performances per page. Use the rows-per-page selector at the bottom of the table to display 10, 20, 30, 50, or 100 rows at a time — useful if you want to review your entire history without paging through results.
Tips & Notes #
- Positive balances are expected — if a performance has received a deposit but musician payouts haven’t been issued yet, that balance reflects money currently in your Stripe account, not necessarily a problem.
- Negative balances are unusual and may indicate that refunds or withdrawals exceeded the payments recorded for a gig. Review the individual performance if you see a negative figure.
- Zero balance means the performance is fully settled — every dollar received has been accounted for through payouts or refunds.
- The Performance Balances report is read-only. To make changes (issue a refund, record a payout, etc.), navigate to the performance directly.
