Review Financial Summary (Charge, Tax and Invoice Summary)
Feedback on: EventPro User Manual - Review Financial Summary (Charge, Tax and Invoice Summary)CH3_Review_Financial_SummaryChapter 3: Event Maintenance > Review Financial Summary /Dear EventPro Documentation Department,
Review Financial Summary (Charge, Tax and Invoice Summary)
EventPro automatically maintains financial summaries of each event and displays them in the Event Maintenance Screen.
1.
In the Event Maintenance screen, find the relevant event.
2.
Click the Finance tab.
3.
By default, the screen will display the Summary/ Discounts sub-tab.
4.
The selection grid will display the Groups and Sub-Groups of items that have been added to the event.
5.
At the bottom of the screen, you will see a series of fields summarizing the Charges, Discounts, Taxes, Unpaid Charges, Invoice amounts and Un-Invoiced amounts for the event.
6.
You cannot edit these fields, but they will recalculate as you make changes to the event.
7.
NOTE re: Consolidated Billing: If a company has been flagged for Consolidated Billing, and its events have been grouped into a Consolidated (multi-event) Invoice, the payments made against the consolidated invoice will not appear in the Financial Summaries for the events in that consolidated invoice. This is because when you make payments against a consolidated invoice, you are making a payment against the invoice as a whole, not against specific events within the invoice. This applies only to Consolidated Billing, not regularly created invoices. For more information about Consolidated Billing, refer to:
a.
Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company: Billing Information (flagging a company for Consolidated Billing)
