EventPro Software User Manual

An Event's Invoices are displayed in the Event Screen, under Financial > Invoices.

Typically, this is where you would start an Event Invoice, although there are other places where you can create invoices.

If you are ready to invoice your Event, the instructions below can guide you through the process.

•Invoice Type Overview: This section briefly describes the functionality of each Type of invoice you can create in EventPro.

•The following topics will guide you through the Invoice Wizard.  

While invoice creation begins the same way for all Invoice Types, the appearance and pages of the Invoice Wizard will vary, depending on the Invoice Type you select.

The instructions below will describe all of the possible options, but remember that not all pages, fields, and options will necessarily be applicable to the type of invoice you are creating.

oInvoice Wizard

▪Invoice Type & Description

▪Creation & Filtering Options

▪Existing Payments to Apply

▪Existing Deposit Invoices to Apply

▪Existing Credit Invoices to Apply

▪Final Adjustments

•Invoice Tab

•Summary Tab

•Status Tab

•Accounting Tab

•Linked To Tab

•Invoice Details Tab

•Add Invoice Detail Item

•View/Edit Invoice Detail Item

•Payment Type Surcharge Detail Item

•Notes Tab

•Applied Payments Tab

•Applied Credits Tab

•Communications Tab

•Tasks Tab

•Finish

•Print Invoice Report: Just as all invoices start the same, the process of printing/emailing/exporting invoices is also the same for all invoice types.