EventPro User Manual

Creating a Credit - Single Item Invoice as a % of Total Chargeable Items

Hide Navigation Pane

Creating a Credit - Single Item Invoice as a % of Total Chargeable Items

 Previous topic Next topic No directory for this topic Expand/collapse all hidden text  

Creating a Credit - Single Item Invoice as a % of Total Chargeable Items

 Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic.  
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

_img307

1.Under Invoice Creation, select the dot next to Create a CREDIT – SINGLE ITEM invoice as a % of total chargeable items.
2.Select a Cutoff Date from the drop-down calendar.  The invoice will calculate the total charges from all items up to and including this date.  
3.Options:
a.Enter a Description for the invoice. For example, you may want to note the percentage invoiced, e.g. Credit 25% of Event Total.  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 selected item charges, enter the percentage in the Invoice % field.
c.Because single-item invoices do not provide a breakdown of items, the Include No Charge Items checkbox is not relevant.
d.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 of items you want to use in calculating the credit amount.   By default, all of the boxes will be checked.

_img281

5.Click Next.
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.

_img285
Click to Expand/Collapse TextLine Items

The selection grid at the bottom of the invoice will contain a single Credit item for an amount that is your selected percentage of event charges.

_img308
Click to Expand/Collapse TextAdd Line Items

As with manual credit invoices, you can add credit items to your invoice by clicking the New button next to the selection grid.

See Add New Credit Detail Items above.

_img306
Click to Expand/Collapse TextEdit, View and Delete Line Items

You can also edit, view or delete any items in your invoice.  See Edit, Delete or View Credit 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 whether you want to print the invoice.

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