Feedback on: EventPro User Manual - Bill ToCH4_Bill_ToChapter 4: Finance (Invoices/Payments) > Invoices > Creating an Automatic Invoice for an Event > Bill To /Dear EventPro Documentation Department,
Bill To
The Bill To fields in the invoice display the contact information for the customer who will be billed. The customer information will automatically default to the company and contact you entered in the Customer | Billing tab of the Event Maintenance screen, but you can change it here.
1.
To edit the Bill To information, click the Edit button in the upper right corner of the invoice.
2.
The Invoice [Edit] window appears.
3.
NOTE: When creating an invoice for an event, you will not be able to select a different option than Company/Contact from the Bill To drop-down list. However, if you later create invoices from other screens, e.g. for Attendees or Exhibitors, you will be able to choose other options from the Bill To drop-down list. Refer to the instructions on creating Attendees in Chapter 5 and Exhibitors in Chapter 6 for more information.
4.
To select a new company or contact, click the ellipsis next to the Company Name field or the ContactName field.
5.
The Find COMPANY/CONTACT window will appear. Search for the company and contact, or create new ones. To review how to search in a Find window, see Introduction: Common Functions, Finding a Record. To review how to create a new company or contact, refer to the instructions at Chapter 1: Setting Up EventPro, Step 6: Company/Contact.
6.
Select the appropriate Company or Contact in the Find window and click OK.
7.
Click Save in the bottom right corner of the Invoice [Edit] window. The new company and/or contact will now appear in the Invoice.
