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. A new invoice is due on the event date, or this many days after the day it is sent when that is later — so an invoice raised the week of the event, or after it, still gives the client a week. The composer's date box can change it for one invoice.

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

Memo above the lines

Reads:

Terms under the totals

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.

Banking details — for a client paying by ACH or wire

Sent in the letter that goes with Client asked for ACH on an unpaid invoice — one fact per line, exactly as typed. Only the super admin can change it.

The lines the office bills with

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 ladder

Five steps, in days from the day the money is late — the later of the invoice's due date and the event date. The nudge and the first reminder go from the event's planner; the second, firmer one from accounting, with the organizer copied in; then a phone call and the owner's email, which are a person's. The list above says which step each invoice is at, and Remind opens the letter for that step.

Send the nudge and the first reminder by themselves — at 11 am Eastern on a Tuesday, Wednesday or Thursday, never on a US holiday, after a 9 am list in Cliq. Hold on a row above keeps one back. The three later steps are always a person's. Takes effect when published.

The letters it sends

Two letters. The friendly one is the nudge and the first reminder, from the event's planner. The firm one is the second reminder and the owner's, from accounting, and asks for a payment date. Both go 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.