EventPro Software User Manual

1.Start a new Invoice from the Event Screen.

a.You could click the Create Invoice button in the top ribbon.

b.In the Financial > Invoices tab, you can click the New Invoice icon just above the selection grid.

c.You could right-click anywhere in the Financial > Invoices grid and select New from the speed menu.

2.The Invoice Wizard appears.

3.You will work through the pages of the Invoice Wizard, which will vary, depending on the Invoice Type.  

Not all pages are applicable to all Invoice Types, so you may not see all of the pages described below.

a.Invoice Type & Description

b.Creation & Filtering Options

c.Existing Payments to Apply

d.Existing Deposit Invoices to Apply

e.Existing Credit Invoices to Apply

f.Final Adjustments

i.Invoice Tab

ii.Summary Tab

iii.Status Tab

iv.Accounting Tab

v.Linked To Tab

vi.Invoice Details Tab

vii.Add Invoice Detail Item

viii.View/Edit Invoice Detail Item

ix.Payment Type Surcharge Detail Item

x.Notes Tab

xi.Applied Payments Tab

xii.Applied Credits Tab

xiii.Communications Tab

xiv.Tasks Tab

xv.Finish

g.Print Invoice Report