Feedback on: EventPro User Manual - Invoice SummaryCH4_Invoice_SummaryChapter 4: Finance (Invoices/Payments) > Invoices > Creating an Automatic Invoice for an Event > Invoice Summary /Dear EventPro Documentation Department,
Invoice Summary
Invoice Summary: The Invoice Summary fields display a summary of the invoice, including invoice number, invoice date, due date and totals. Most of the information in the Invoice Summary has been automatically entered from other fields.
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The Invoice Date defaults to today’s date. The invoice Due Date automatically calculates from the default number of days you set in your System Settings.
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The Description of the invoice will be the event name, your description or both, depending on the choice you made in the Invoice Creation page, above.
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The Cost Center defaults to the one saved in the Event tab of the Event Maintenance screen.
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The Sub-Total, Payments/Credits and Balance will depend on the charges and the payments already made, if any.
If you want to change any information in the Invoice Summary, click the Edit button in the upper right corner of the Invoice Wizard page.
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The Invoice [Edit] window appears:
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You can change the Invoice Date and/or the Due Date by selecting a date from the drop-down calendars.
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You can also type a new description in the Description field.
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If you know that the customer intends to use a payment method that will incur a surcharge and you want to bill that surcharge to the customer, select the appropriate Payment Type from the drop-down list. The surcharge should automatically appear as a new detail item when you return to the invoice. If it does not, it is probably because you did not set up a surcharge on this payment type in your General Lookup Tables. To review how you set up payment types, refer back to Chapter 1: Setting Up EventPro, Step 4: General Lookup Tables,Payment Types.
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Click Save in the bottom right corner of the Invoice [Edit]window.
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The new information will now appear in the Invoice.
