Create a statement
Available for agency plans only.
A statement is a summary document that outlines the financial details of an artist’s bookings, including amounts owed and a breakdown of expenses. Unlike an invoice, which is a direct request for payment, a statement provides an overview, helping the artist understand what they should invoice your agency for. This article guides you through the process of creating a statement for your artists.
1. Statements overview
Navigate to the 'Statements' tab in the left menu. Here, you’ll find an overview of all your statements and have the option to create and manage statements for your artists. Create new statements by clicking 'New statement'.
2. Select artists and date range
In the create form, select the artists for whom you want to create the statement. You can choose multiple artists, and if you want to include all artists, simply use the icon on the right to add them all at once. The date range is automatically set to the last month, but you can adjust this if needed. Hit 'Create', and the statement will appear as a draft in your overview.
3. Share the statement
After finalizing the statement, you can share it directly with the artist. If the artist is not on Stagent yet, you’ll need to invite them first. Click the 'Send' icon, and you’ll be asked to confirm. After sending the statement, a new icon will appear, allowing you to mark the statement as paid. This helps you keep an overview of what’s left to pay. You can also resend the statement if necessary.
Statements in draft are not automatically updated when bookings or expenses change. If you've made any changes to an event, delete the draft and generate a new statement. Once a statement is generated, the data is locked in.
By default, statements with a balance of zero won’t be generated. You can change this and more from the statement settings. To learn more about statement settings, click here.