EventPro User Manual

Creating a Credit - Manual Invoice

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Creating a Credit - Manual Invoice

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Creating a Credit - Manual Invoice

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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.Under Invoice Creation, select the dot next to Create a CREDIT – MANUAL invoice (enter your own items).
2.The Cutoff Date, Options and Select Items to Invoice By fields will be disabled, as they are not relevant when creating a manual credit memo.
3.However, you can enter a name for the Description, and check the Append to Event Name box if you want the credit memo description to appear as Event Name: Your Description.
4.When you are done with this page of the Invoice Wizard, click Next.
Click to Expand/Collapse TextInvoice Review

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

You can change the information in the Bill To and Invoice Summary fields 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 will not contain any items or prices.
Click to Expand/Collapse TextAdd Line Items
1.You can now add the credit item manually to your invoice by clicking the New button next to the selection grid
2.This will bring up the Invoice Detail [New] window.

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3.The Date will default to the current date, but can be changed.
4.“CREDIT” will be pre-selected as the Item Type, but you can type in an additional Item Description.
5.Enter the Quantity and Amount charged. The Amount will be negative, indicating that it is a credit.
6.If you want, you can choose the invoice to which you want to apply the credit from the Credit Applied To drop-down box. This step is optional. You can also apply a credit detail item to an invoice later when Editing an Invoice.
7.Choose the applicable taxes under the Taxes tab. By default, the Event Taxes you set when booking the event (see Chapter 2: Create a Booking, Creating a New Booking: Event Information, Event Taxes) will be applied to the item, but you can change them manually. If you do not want to apply any taxes to deposit or credit invoice items by default, you can select the "Do Not Set Default Taxes for Deposit and Credit Invoice Items" option in your Accounting System Settings.
8.Choose the correct Accounts and Department from the Accounts tab.
9.Click Save in the bottom right corner of the Invoice Detail [New] window.
Click to Expand/Collapse TextEdit, View or Delete Line Items
1.To edit, view or delete a credit detail item in an invoice, click to highlight the appropriate item in the selection grid at the bottom of the invoice.
2.Click the Edit, View or Delete button to the right of the bottom selection grid.
3.Edit: Make your changes in the Edit window and click Save.  You will return to the invoice and the item will be edited.
4.View: View information in the Invoice Detail [View Only] window and click Close when you are finished.  You will return to the invoice.
5.Delete: If you are sure you want to delete the item, click OK in the Confirm dialog.  You will return to the invoice and the item will be removed.
Click to Expand/Collapse TextFinish

When you have finished reviewing the invoice information and have made your desired changes, click Finish.  In the Confirm dialog, 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 printed invoice format from the Run Report window.  For further instructions about printing the invoice, refer to Printing or Sending an Invoice below.