EventPro User Manual

Creating a Deposit - Manual Invoice

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Creating a Deposit - Manual Invoice

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Creating a Deposit - Manual Invoice

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1.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.
hmtoggle_arrow1Select the Type of Invoice You Want to Create

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1.Under Invoice Creation, select the dot next to Create a DEPOSIT – 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 invoice.
3.However, you can enter a name for the Description of the deposit, and check the Append to Event Name box if you want the deposit invoice description to appear as Event Name: Your Description.
4.Click Next.
hmtoggle_arrow1Deduct Payments

If there are any payments already made, you can select payments to Deduct from the deposit invoice.

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

If there are no payments or they have already been assigned to another invoice, you will skip this page.

hmtoggle_arrow1Invoice Review

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

You can edit 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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hmtoggle_arrow1Line Items

The selection grid at the bottom does not contain any event items or prices.  You need to add items manually.

hmtoggle_arrow1Add Line Items
1.To add your Deposit items, click 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.“DEPOSIT” will be pre-selected as the Item Type, but you can type in an additional Item Description.
5.Enter the Quantity and Amount charged.
6.Choose the applicable taxes from 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.
7.Choose the correct Accounts and Department from the Accounts tab.
8.Click Save in the bottom right corner of the Invoice Detail [New] window. The item will be added to the invoice.
hmtoggle_arrow1Edit, View or Delete Line Items

You can edit, view or delete any items you have added to your invoice.

1.To edit, view or delete a deposit 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.
hmtoggle_arrow1Finish

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

The next Confirm dialog will ask whether 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.