You can send invoices and settlement summaries as soon as they are ready, instead of remembering to hit send every time. Booking invoices, commission invoices, and roster invoices each have their own setting — same for settlements when they are approved.
If you work with a roster (for example an agency representing artists), commission and roster options appear once someone is on that roster.
Before you start
You need access to Settings for the Account. Commission and roster options only show after the Account has at least one roster member.
Send invoices when they are opened
Opened invoices are marked as sent, and reminders can start from there. These settings control whether the invoice email goes out at the same time.
Open Settings → Invoices.
Turn on Send booking invoices automatically when opened if booking invoices should email when you open them.
If you have a roster, open Commission and roster invoice options.
Turn on Send commission invoices automatically when opened and Send roster invoices automatically when opened as you need.
When you open a draft invoice, the confirmation can show that an email will be sent. You can turn Send email automatically off for that one invoice if you do not want the email this time.
Send settlements when they are approved
Open Settings → Settlements.
Under Booking settlement options, turn on Auto-send booking settlement when approved if the booking settlement summary should email on approve.
If you have a roster, open Commission and roster settlement options.
Turn on Auto-send commission settlement when approved and Auto-send roster settlement when approved as you need.
Pre-approving a draft can still send booking, commission, and roster summaries together when Auto-send settlement when pre-approved is on (Settings → Settlements). Approve send follows the three settings above.
Common questions
Do new Accounts start with these on? New Accounts start with automatic send on for invoices and settlements, including commission and roster. Existing Accounts keep their booking settings. Commission and roster send start on so those invoices and settlements keep going out the way they did when they shared the booking toggle — turn them off if you want to send those by hand.
What if I am sending to my own Account? Emails to your own Account are blocked. The invoice or settlement still opens or approves.
Where do I change the email wording? Default invoice and settlement messages live in Settings → Emails.