Preview and publish an allocation

You need finance authority in the act (owner, or manager with finance access) and Owner or Admin permission on the booking’s issuer.

Before you start:

• The booking needs a Booking issuer. See Create a booking.
• Each musician should have saved their payee profile.

Build the allocation

1. Open the booking and go to the Allocations and financials tab. The page heading is Allocations.

2. Under Build allocation, fill in the booking-level fields:

   Field	Notes
   Venue fee excluding GST (AUD)	The agreed fee before GST. Leave it blank if you don’t know it yet. Enter 0 only if the gig really is free.
   Management fee basis	Fixed amount (AUD) or Percentage of original net venue fee.
   Management fee value	Optional. Paid from the pool to the booking issuer.

3. Under Participant allocations, set these for each performer:

   Field	Notes
   Allocation preset	Equal / remainder weight, Fixed amount (AUD) or Percentage of remainder. See How splits work.
   Amount, percentage or weight	Defaults to 1.
   Super treatment	None — needs review, Inclusive — within package or Exclusive — additional entity funds.
   Super rate (%)	Defaults to 12. Ignored when super treatment is None — needs review.
   Supplier GST registration	Unregistered / payee unresolved or Registered.
   Supplier GST rate (%)	Defaults to 0. Enter 10 for a GST-registered musician.
   Additional GST / exclusive super funding	Automatic for exclusive super or Entity funds — beyond venue fee.
   Payee billing profile	Pick the musician’s payee by business name.

4. Select Preview allocation.

Previewing saves nothing and sends nothing. You can preview while the booking is still a Draft to check the numbers.

No payee profiles listed?

Ask the musician to open the act’s Billing setup tab and save their payee choice. Guests don’t have payee profiles, so follow up with them personally before invoicing.

Review and publish

The Review allocation page shows the Proposed breakdown: each recipient’s Fee, GST, Super owed, Personal super reserve and Cash due, plus totals.

• To change something, select Edit allocation. Your entered values are kept.
• To publish:
  1. Check the changed and removed recipients.
  2. Tick I have reviewed these terms and the additional funding needed.
  3. Select Publish this allocation.

You’ll see Allocation published. Participating act owners accept automatically; band members must respond to this revision.

Publishing needs published invitations

You can preview a draft booking, but you can only publish an allocation after you’ve published the booking’s invitations. A preview expires after 30 minutes, so preview again if it times out.

Republishing (revisions)

Every publish creates a new revision, such as Revision 2. When you republish:

• every band member must accept the new revision, even if their amount didn’t change
• act owners who are playing accept automatically
• earlier responses stay attached to the earlier revision

Publishing records proposed amounts. It doesn’t pay anyone or record any payment.