Feedback on: EventPro User Manual - Contract/Deposit InformationCH2_Contract_Deposit_InformationChapter 2: Create a Booking > Creating a New Booking > Contract/Deposit Information /Dear EventPro Documentation Department,
Contract/Deposit Information
Note that you are not required to fill out any of the Contract/Deposit information to continue with your booking. You can even disable the entire Contract/Deposit section in System Settings by checking the Skip Contract/Deposit Wizard Page box under the Events tab.
1.
Contract Information:
a.
Contract #: If your facility assigns contract numbers, enter it here.
b.
Contract Date: Enter the date to be printed on the contract.
c.
Sent: Enter the date the contract was sent or will be sent to the customer. If it has not been sent yet, you can return to the Event Maintenance screen at a later date and update the information.
d.
Required By: Enter the date on which the signed contract is due.
e.
Returned On: Enter the date on which the signed contract was returned. If it has not been returned yet, you can return to the Event Maintenance screen at a later date and update the information.
f.
P.O. #: Enter the purchase order number if one is required.
2.
Deposit Information:
a.
Amount: Enter the amount of deposit required, if any.
b.
Required By: Enter the date by which the deposit must be received from the customer.
c.
Received On: You will later enter the date on which the deposit is received in this field. When you receive the deposit and make a payment in the Event Maintenance screen, this field will automatically fill in with the correct date.
3.
When you have filled in the applicable fields in the Contract/Deposit Information screen, click Next to move on to the Location Defaults screen of the New Booking wizard.
