EventPro User Manual

Creating a Manual - Detailed Invoice as a % of Total Chargeable Items

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Creating a Manual - Detailed Invoice as a % of Total Chargeable Items

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Creating a Manual - Detailed Invoice as a % of Total Chargeable Items

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1.Find the event in the Event Maintenance screen. Click on the Finance tab and select the Invoices sub-tab.
2.Click the Create button.
3.If the event is not yet set to a Confirmed status, a Confirm box will appear, asking if you want to continue making the invoice.  Click Yes to continue.
4.The Invoice Wizard will open.
Click to Expand/Collapse TextSelect the Type of Invoice You Want to Create

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1.In the Invoice Creation page, select the dot next to Create a MANUAL – DETAILED invoice as a % of total chargeable items.
2.Select a Cutoff Date from the drop-down calendar.  The invoice will calculate the totals for all items up to and including this date.  
3.Options:
a.Enter a Description for the invoice. Check the Append to Event Name box if you want the invoice description to appear as Event Name: Your Description.
b.If you only want to invoice a percentage of the total item types you select, enter the percentage in the Invoice % field.
c.Remember that for manual invoices, unlike automatic invoices, EventPro will not automatically calculate the remainder to be invoiced.  When you return to invoice the remaining charges, the total will return to the event total, regardless of what percentage has already been invoiced.  You will have to check previous invoices to ensure that you are invoicing for the proper amount.
d.If you want to see no-charge items in the invoice item breakdown, check the Include No Charge Items checkbox.
e.Check the Exclude Taxes from Event Charges box if you want the percentage calculated on pre-tax amounts.
4.Select Items to Invoice By: Under Select items to invoice by, check the boxes next to the Groups and SubGroups you want to use in calculating the percentage of the total.  By default, all of the boxes will be checked.

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5.When you have selected all the options you want, click Next.
Click to Expand/Collapse TextDeduct Payments

If payments have already been made, you can select payments to Deduct from the invoice.

Check the Sel box in front of the applicable payment(s) and click Next.

If no payments have been made yet, you will go directly to the Invoice Review page.
Click to Expand/Collapse TextInvoice Review

In the Invoice Review page, the wizard summarizes the information that will be included in the invoice.

You can change the information in the Bill To and Invoice Summary fields, as usual, by clicking the Edit button and opening the Invoice [Edit] window.

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Click to Expand/Collapse TextLine Items

The selection grid at the bottom of the invoice contains line items for the types of items you chose in the first page of the Invoice Wizard, indicating the percentage charged.

You cannot edit or delete these calculated invoice items.

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Click to Expand/Collapse TextAdd and Edit New Line Items

You can add new items to your invoice if required. See the instructions under Add New Invoice Detail Items above.

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To edit, view or delete any items you have added to your invoice, see Edit, Delete or View Invoice Detail Items above.
Click to Expand/Collapse TextFinish

When you have finished reviewing the invoice and have made your desired changes, click Finish.  In the Confirm box, click Yes to continue creating the invoice.

The next Confirm box will ask if you want to print the invoice.

If you click Yes, choose the format of the printed invoice from the Run Report window.  For further instructions about printing the invoice, refer to Printing or Sending an Invoice below.