Now you can generate an invoice for multiple Schedules and Occurrences
To learn about Billing & Invoicing, click here, and how to use it with Events, click here.
Begin by creating an event with multiple occurrences and/or schedules like the one below
Next, you will click on the Billing Tab and you will see each Schedule and each Occurrence including any Billable Items along with subtotals and a final total
Click on the Generate Merged Invoice
After choosing the Contact and Funding Account, you will see the invoice includes the Schedules and Occurrences as line items
From here, you can:
- delete line items,
- send proposal or invoice,
- print/preview the invoice,
- add discounts or items (and require deposit, add attachments or notes) NOTE: See the following article on Discounts
In the Invoice below, Soccer Balls were added as well as a $200 Miscellaneous Discount for a unique invoice for the event you can track throughout the entire process
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