Accounting

Reading what has been invoiced and not yet paid…

What a new invoice opens on, how often an unpaid one is chased, and what the chase says — one set, used by Invoice and Invoice reminder on the Event calendar and the Events overview. An edit here reaches a reminder when it is published, not when it is saved. Saving commits to the draft; the bar at the top of the admin publishes it. An invoice already in Stripe keeps the wording it was made with.

What a new invoice opens on

A fee of 0 leaves the fee line off. “Due in” counts from the day the invoice is finalised — every recent invoice was due the next day.

Offered in the composer as the credit line, and editable there for the event that took a different one.

Reads:

The template is the one made in Stripe (Settings → Billing → Invoices → Templates), by its name there — every invoice made here is drawn with it, as one made in the dashboard is when it is picked. The memo and terms above still take precedence over the template’s own. Whoever is listed beside it is emailed each time a draft is saved or its lines change, with a link to review it in Stripe; separate addresses with commas.

Offered in the composer's description box. A standard rate fills the price when that line is picked — leave it blank where the rate is agreed per event, as it is for tickets and delivery. A credit (the membership discount) is typed as a minus in the composer.

The chasing schedule

This decides which invoices the list above calls due a chase. Rockoly never emails a customer about money by itself — somebody presses Remind and reads the letter first.

The reminder it sends

The same words Invoice reminder uses everywhere. It goes from the event's planner to the address Stripe billed, copying the planner and accounting, with the invoice's own pay button and PDF — and Stripe is asked first, so a client who has just paid is never chased.