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 the finance tab and adding charges. You'll also need to add in some client information and that can be done by clicking Edit Client on the information tab.

Add an Invoice

Adding a new invoice to an event is super simple.

  1. Go to the the event page navigate to the finance tab section
  2. Tap the + Create Additional Invoice button
  3. A new invoice should appear in the list!

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 Item 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

When you do this, the client will be able to see the invoice has been paid and a receipt is automatically generated, but don't worry, 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 (we also mark it as paid via Band Pencil Pay). 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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