Prepare an invoice draft directly from a booking in your artist group. You can add a manual payment position, save the draft and review the downloaded PDF before sharing it.
Before you start
Open the intended artist group and booking. Have the agreed amount, currency, recipient and payment details ready. You need access to the booking's invoice controls.
Recipient and customer-reference changes can also update the linked contact's main details. For a contact with a separate billing address, ask support to check the appropriate setup before changing these fields. Afterwards, review both the invoice and the saved contact.
Create and check a blank invoice draft
Open the booking's Invoices tab, choose New invoice and select Blank invoice. Review the title, issue date, due date and invoice reference.
Under payment positions, choose New position > Other amount. Add a clear description. For a manual amount, also select Other amount in the position editor's Deal amount field.
Enter the amount and review the currency and tax field. Save the position and confirm that the position and total show the intended numeric values.
Use the upper New invoice action to save the whole draft. Reopen it and check the title, position, amount, currency and reference.
Open Preview & send and download the PDF. Review every page before using a sharing or sending action.
In the German interface, use Rechnungen > Neue Rechnung > Leere Rechnung, Neue Position > Anderer Betrag, and Vorschau & senden. Save both the individual position and the invoice itself.
Choose the amount and currency
Compare a suggested artist-fee amount and its currency with the saved booking. For an amount you calculate yourself, use Other amount in both the initial menu and the position editor. Check the saved draft and downloaded PDF against your agreement.
Keep the invoice as a draft until the position and total show the intended values. Support can help you review the setup before sending.
Invoice reference and numbering
The invoice reference identifies the invoice. For booking-linked invoices without a Swiss QR payment slip, automatic numbering is based on the individual booking. It is separate from an artist-wide continuous sequence.
Start number, prefix and format are currently fixed. A manual reference applies to that invoice; it does not set the next automatic number. Review each reference for uniqueness as part of your invoicing process.
After entering a manual reference, check that it appears in both the reopened draft and the downloaded PDF. Send the invoice once the intended reference is visible in the final document. If you need help with this check, share the invoice link and relevant PDF page with support.
Swiss QR payment slips use a separate payment-reference process. Ask support to confirm the reference format for your settings before using a freely chosen alphanumeric reference in this mode.
Customer references and templates
A customer reference is a separate value associated with the customer. Use it for the intended customer information; invoice numbering is managed separately. Review the linked contact when changing it, as described above.
To prepare a document without a customer-reference row, clear that field and inspect the resulting preview and downloaded PDF. Check the invoice reference separately.
Configurable numbering rules and additional options for obtaining customer references from templates are planned. Share your required numbering and output with support before adapting an established invoicing process.
Review the complete PDF
Sender, recipient and required addresses.
Invoice reference, issue date, due date and title.
Descriptions, amounts, currency, tax values and total.
Complete payment details, where required.
Readable, complete content on every page, including the bottom of the document.
Select the intended recipient and complete the bank fields when needed so that the finished invoice contains those details. Review the actual downloaded file as the final step.
Opening the preview keeps you in the review workflow. Sending the invoice, recording a payment and changing a document's status are separate actions.
Update or cancel an issued invoice
For an issued, sent or paid invoice, contact support before changing the original document. Keep the original, any replacement and the outstanding amount traceable.
A separate record can help you track these documents. It does not itself cancel the invoice or update the outstanding claim in Optune. Deleting an invoice, clearing its number or changing its status should not be used as a cancellation procedure. An integrated cancellation and correction workflow is planned.
Get help with your invoice
Send support the booking or invoice link, the intended amount and currency, and the step you would like help with. Include the relevant screenshot or PDF page and hide unrelated contact and bank information.
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