Billing & Invoicing is a great feature available on certain subscription tiers of Event Scheduler!
Part one: Billing & Invoicing | 1 Getting Started & Settings
Part two: Billing & Invoicing | 2 Basic Invoice Creation and Process
Sections in this article:
- Overview
- Adding Items
- Reviewing the Price of Items & Adding Discounts
- Deposits
- Memo
- Attachment
- Internal Notes
- Reviewing Invoice History Changes
Overview
For those that are on an eSPACE subscription tier which includes Billing & Invoicing, users with access will be able to create a new invoice either on an event OR by going to Billing & Invoicing > Invoices in your left side menu bar inside Event Scheduler.
Once the invoice is created, there are several ways that you can modify or customize the invoice before sending the proposal.
1. Adding Items
On the invoice under Billing & Invoicing > Invoices, you can add items (products) to the invoice. Click "$ Add Item" to add an item.
A window will open where you can choose Select a Product to select an existing product or you can add a new invoice item and SAVE (see second attachment).
2. Reviewing the Price of Items & Adding Discounts
Once you are finished with adding your items, they will be displayed within your Invoice Items with Quantity, Unit Price, Subtotal, Tax Rate and Total Price of each, as shown below.
- You can search, edit or delete an item, apply a discount, and export the item list to Excel.
3. Deposits
5. If you want to Require a Deposit, be sure to select this option below Deposit Options. You will then be able to choose a Deposit Type. You can select Percentageand add desired percentage OR you can select Fixed Amount and add desired deposit amount.
4. Memo
If you've already added memo notes within Invoice Settings, they will automatically be populated here. You can delete the current memo and add another memo of your choice!
5. Attachment
You can easily add attachments from your computer or add documents that are within your Document Library, that is within Billing & Invoicing.
Once attachments are added to the invoice, you can also choose to add them to the email that gets sent to the end person.
6. Internal Notes
Add any additional notes that you want to include within the invoice here.
7. Reviewing Invoice History Changes
Each invoice has a history log where you can view changes made to that invoice. Just click t expand the "History" in order to see the changes. You can also search for changes in the search bar as well as sort and filter within any of the columns. Click in a column header in order to sort and click the filter icon in the column header to see the pop up box with the filter options. You can also export the history to an Excel file.
Different eSPACE Subscription Tiers include Different Features
Viewing Your Subscription Details
- Each eSPACE admin with access to Billing can view what subscription tier your organization currently has and everything that is included in their account under Settings > Other > Billing > Manage.