Generating an Invoice within the Event Creation Process

When adding an event, you can add billable items and generate an invoice within an event!

To get started, choose Quick Event Create or Add Event on the top right of your dashboard. You can also go to the left sidebar of your dashboard and select Events > Add Event. Enter all of your event details and then select SAVE and PROCEED. 

Next, add any contacts to the event and click NEXT or select the ITEMS tab.

When selecting your Items (Spaces, Resources, Services), you can filter your tags by Billable to see a list of all of your billable items. See example of the billable spaces below.

After selecting all of your Billable items, continue through the event creation process by adding your Setup notes, etc.

Go to the BILLING tab to review your billable items that includes the item name, item type, Date/Time reserved, item price, quantity, subtotal, tax and total price. You can easily generate the invoice from here by selecting Generate Invoice.

You will then see a new window with a form where you can select your Funding Account and Add New Contact if desired, then Save!

Once you click Save, you will automatically be taken to Billing and Invoicing > Invoices where the invoice process begins. See Invoice Creation and Process for more information.

If you did not submit your event, go back to your dashboard, go to My Drafts to submit your event OR you can click the event hyperlink associated within the invoice or click on the event calendar icon, as shown below, to take you back to your event!

You will see included within the event HISTORY tab, the invoice that was generated and Invoice #.

To see how to use Billing & Invoicing for Multiple Schedules and Occurrences, click HERE!

NOTE: If your event is a recurring event, you are not able to set up recurring billing; however, you can generate an invoice manually for each separate occurrence or create an invoice for all occurrences at one time.