Invoicing

Some Booked Projects require you, the Performer, to Invoice the client in order to get paid for your performing services.

(If you are a Voice Over Artist you are probably nodding your head up and down right about now...)

Before PerformerTrack, it was rather easy to loose track of what Invoices were Outstanding and which ones were Paid...who owed you what, when...and so on! But now, you have all of this information at your finger tips! Let's take a look at what makes up the Invoicing section:

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INVOICE CLIENT ON

Enter the Date when you Invoiced the Client.

DATE BUTTON

To enter the 'Invoiced Client On' Date click on the Calendar Button next to the field box to launch the pop-up Calendar Picker.

•	The 'Invoiced Client On' Date is NOT tied to the Calendar Section because it is NOT a scheduled appointment that needs to be in you Calendar. The 'Invoiced Client On' Date is merely a good reference for you to call back upon when needed.

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INVOICE NUMBER

Enter the Invoice Number in the field box.

•	SYMBOLS & CHARACTERS: If the Invoice Number contains any special symbols and/or characters (such as "-", "#" , "@", etc.) PerformerTrack will automatically remove them to avoid any programming glitches or issues.

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AMOUNT INVOICED

Enter the Amount Invoiced in the field box.

•	MONETARY SYMBOLS: No monetary symbols are needed (such as "$", "£" , "¥", "€", etc.). If you do enter any monetary symbols PerformerTrack will automatically remove them to avoid any programming glitches or issues.

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PAYMENT DUE BY

Enter the Date when the Payment is Due.

DATE BUTTON

To enter the 'Payment Due By' Date click on the Calendar Button next to the field box to launch the pop-up Calendar Picker.

•	SCHEDULING: Every 'Payment Due By' Date you enter is automatically scheduled in the Calendar section for you! How great is that!?!

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INVOICE CONTACT

Select the Invoice Contact (the individual or company) who you are invoicing from the drop down menu. The Invoice Contact drop down menu displays all of the Contacts in your Contacts Section.

•	The Contacts that appear in the Invoice Contact drop down menu are bridged over from your Contacts Section.

•	JOURNALING: Every Invoice you enter is Journaled in the Invoice Contact's History! The Journaling feature is simply amazing! It allows you to see over time how you have interacted with Contacts and how they have been an influence on your career!

ADD BUTTON

To add a new Invoice Contact simply click the Add Button. This will launch the Add Contact pop-up window.

•	If the Invoice Contact you add is just a Company (meaning you don't specify a First Name or Last Name - you only enter a Company Name) after you click the 'Save New Contact' Button you will only see a comma (,) appear in the Invoice Contact field box.

Don't worry!

PerformerTrack has the Company you entered there...you just can't see it - yet!

After you click the 'Add New Invoice Record' Button you will notice your entry appear below the 'Sort By' Columns.

Click on the Edit Invoice Icon to launch the Invoice Record Details pop-up window.

Notice that the Company Name is correctly displayed in the Invoice Contact field box.

INFO BUTTON

To view details about a Contact selected from the Invoice Contact drop down menu click the Info Button. This will launch the Contact Details pop-up window.

•	Learn more about everything the Contacts Section is capable of and lots of tips and hints by reading the 'Contacts' chapter in this User Manual.

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'SORT BY' COLUMNS

As you continually add more and more Invoices to a Booked Project you will want an easy way to sort through them. That's where the 'Sort By' Columns are extremely helpful!

Here you can sort your Invoices quickly by Invoiced Client On, Amount, Payment Due By, Billing Status and Date Paid.

ASCENDING ARROW

Simply click on the Ascending Arrow to sort by:

•	Letters [A to Z]

•	Numbers [smallest to largest]

•	Dates [earliest to latest]

DESCENDING ARROW

Simply click on the Descending Arrow to sort by:

•	Letters [Z to A]

•	Numbers [largest to smallest]

•	Dates [latest to earliest]

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BILLING STATUS

After you 'Add New Invoice Record' you will see that the Billing Status is automatically set to "Outstanding".

When you get paid for the Invoice you can change the Billing Status to "Paid" within the Invoice Record Details.

To access the Invoice Record Details simply click the Edit Invoice Icon.

EDIT INVOICE ICON

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EDIT INVOICE

Would you like to view/edit any information regarding a particular Invoice?

EDIT INVOICE ICON

Alongside the 'Invoiced Client On' Column just click on the Edit Invoice Icon of any Invoice to access the Invoice Record Details.

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DELETE INVOICE

Would you like to Delete a particular Invoice?

DELETE INVOICE ICON

To the right of the 'Date Paid' Column just click on the Delete Invoice Icon.