Delaware Brass Institute
Invoicing · Synced
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Connect Google Calendar
Link your Workspace calendar to see who you're teaching today and this week, right from the app.
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Welcome to Delaware Brass Institute Invoicing
Let's get set up. Start by filling in your business information — payment methods, contact info, and any school closure dates for the year.
Settings
Your business info, payment methods, and customizations.
Backup & Restore
Your data lives in this browser. Export regularly so you don't lose students, clients, or settings if browser data is cleared.
Google Calendar & Gmail
Connects your Workspace calendar to the Home page so you can see today's and this week's schedule without leaving the app, and lets “Email + PDF” send the invoice straight from your own Gmail with the PDF already attached — no downloading and re-attaching by hand. Access is send-only: the app cannot read, search, or delete anything in your mailbox.
Not connected
Taxes & Fees
Drives the set-aside and fee figures on the Finances tab. Nothing here is filed or sent anywhere — it's your own planning arithmetic.
Tax withholding percentages
Processing fees and business expenses are deductible, so setting aside tax on net profit is the usual approach. Switch to gross if your accountant prefers a more conservative reserve.
Payment processor fees
What each service takes from a payment. The Finances tab uses these to estimate fees automatically, matched to the payment method recorded on each invoice. Leave a service out entirely if it costs you nothing — cash and checks usually do.
The method name has to match the payment method you pick when marking an invoice paid — e.g. PayPal, Venmo. You can also record the exact fee on an individual invoice in the Invoice Log, and that always wins over the estimate here.
Lesson Invoicing — Delaware Brass Institute
Used on all Lesson Invoices.
PNG with transparent background works best. Appears on Lesson Invoice PDFs and previews.
Performance Invoicing — Your Performer Identity
Used on all Performance Invoices.
Email Template
Used when you click the Email button on an invoice. {name} = parent's first name. {month} = invoice month and year.
Blackout Dates
School closures and holidays. These auto-skip when generating lesson dates.
Custom Rollover Reasons
Snow Day, Sickness, and Emergency are built in. Add your own.
Custom Instruments
Trumpet, French Horn, Trombone, Euphonium, and Tuba are built in. Add others as needed.
Custom Performance Types
Trumpet Performance, Brass Quintet, and Solo Recital are built in. Add others as needed.
Students
Manage student profiles. Click any card to edit.
Performance Clients
Saved venues and contacts for performance invoices.
Finances
Income, fees, and tax set-aside for any date range. Export a statement for your records or your accountant.
Income is counted on a cash basis — a payment belongs to the period it was received in, not the period it was invoiced for.
| Date | Category | Description | Amount | |
|---|---|---|---|---|
| Total expenses | $0.00 | |||
| Date paid | Invoice | Paid by | Type | Method | Gross | Fee |
|---|
~ means the fee was estimated from the rate in Settings, not a figure you recorded. Record the real amount on an invoice in the Invoice Log to make it exact.
Invoice Log
Every exported invoice, logged automatically. Track payments here.
Outstanding
$0.00
Collected this year
$0.00
Select a client to begin.
Click ✎ to edit time, × to skip. With "Duplicate time" checked, editing any lesson's time applies it to all lessons in this invoice.
Add lessons above to see pricing.
Select a student to begin.
Add Student
Profile saves all defaults for fast invoicing.
Former students stay in your records and past invoices, but move to a collapsed group and drop to the bottom of pickers.
Used to schedule this student's regular weekly lessons.
Leave a length blank if you don't offer it to this student. Invoices auto-price each lesson by its actual length using these rates.
Edit Lesson
Add Performance Date
Pick a date and optionally add a time.
Add Client
Saved venues and contacts for performance invoices.
Invoice
Mark as Paid
New Event
Creates a real Google Calendar invite — an email goes out immediately to whoever you invite here.