Send invoices, record payments, keep the books straight

Pricing an event is half the job. The other half is billing for it and tracking what’s actually been paid. Invoicing closes that loop.

From folio to invoice

Copy an event’s folio into a draft invoice, or start one from scratch. Drafts stay editable; once you send, the figures freeze so a client’s numbers never shift under them. Statuses run draft, sent, then paid or void.

A catalog you build once

Save your common lines as items (name, price, per-head flag, tax) and bundle them into packages that expand into a group of lines in one go. Edit a price once and every package that uses it follows. Items can sit under categories that carry a default tax rate.

Record what comes in

Log payments against a sent invoice, each with an amount, a date, a method and a reference. The balance updates live, and when it reaches the total the invoice flips itself to paid. Part-paid invoices show their balance everywhere they appear.

A branded document on a link

Share an invoice on a public link, with no login for the client. It shows the same branded document you print. Your business or tax number (label it ABN, VAT number, whatever fits) and your default payment terms render live on every invoice, with a per-invoice override when one needs different wording. Set all of this once under Account.