Invoicing & payments
Create invoices, manage advances, record payments, and understand balances.
Creating invoices from series deliverables
Select all or part of a deliverable series, review the grouped invoice line, and create an invoice without losing child allocations.
Creating and sending an invoice
Create an invoice from a collaboration, add line items, review tax and totals, then send it to the brand.
Understanding invoice statuses and reminders
Learn what Draft, Sent, Partially Paid, Paid, Overdue, and Cancelled mean in Collabcy.
Recording payments and understanding balances
Record pending or received payments, understand advance applications, and reconcile what is still owed.
Managing collaboration advances
Add an advance received for a collaboration, move it from pending to received, and understand when it can be cancelled.
Applying advances to invoices and settling balances
Learn which advances are eligible, how Collabcy applies them to invoices, and how advances change payable and outstanding amounts.
Maintaining invoices and payment records
Edit invoice details, download documents, send reminders, and reconcile received payments.
How creator invoice taxes and discounts are calculated
Understand how Collabcy represents invoice subtotal, discounts, tax, and net total for creator business records.