How do I add, edit or delete a payment on Band Pencil?

29 Aug 2020 // 2 minute read

#tips


In Band Pencil, income is tracked when you mark an invoice as paid. This is done by navigating to your event's finance tab and adding charges. You'll also need to add in some client's information, that can be done by clicking Edit Client on the information tab.

Add a Payment

Adding a payment charge is really simple.

  1. Go to the the event page navigate to the finance tab section
  2. Tap the + New Row button
  3. Complete information required within the popup
  4. Then tap Add

Edit a Payment

To edit a payment, follow these steps:

  1. Go to the the event page navigate to the finance tab section
  2. On the left hand side of the invoice line you would like to edit tap edit button
  3. Complete information required within the popup
  4. Then tap the Save button

Delete a Payment

Deleting a payment is very similar to editing a payment.

  1. Go to the the event page navigate to the finance tab section
  2. On the left hand side of the invoice line you would like to edit tap delete button

Warning - this will delete the invoice line item straight away!

Setting an Invoice as Paid

To set an invoice as paid follow these instructions. When you do this, the client will be able to see the invoice has been paid and a receipt is automatically generated. You can always set the invoice back to outstanding

If a client uses Band Pencil Pay to pay for an invoice charge we automatically set that line item as paid. If they pay for the whole invoice we do not automatically set the invoice status as paid, this is something you will need to do.

  1. Go to the the event page navigate to the finance tab section
  2. Click the Invoice Settings button
  3. Change the Invoice Status to Paid
  4. Click Save

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