EventPro User Manual

Creating a Manual Invoice

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Creating a Manual Invoice

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Creating a 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 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.You can still enter a Description for the invoice.  Check the Append to Event Name box if you want the invoice description to appear as Event Name: Your Description.
4.Click Next.
Click to Expand/Collapse TextDeduct Payments

If payments have already been made, you can select payments to Deduct from the invoice.

1.Check the Sel box in front of the applicable payment(s) and click Next.
2.If you want to reserve these payments to deduct from a future invoice, do not select the checkbox in the left column.

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If no payments have been made yet, the wizard will proceed directly to the Invoice Review page.
Click to Expand/Collapse TextInvoice Review

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

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This page will be similar to the one displayed for an automatic invoice, and you can change the information in the Bill To and Invoice Summary fields, just as with automatic invoices, by clicking the Edit button and opening the Invoice [Edit] window.

Note, however, that the selection grid at the bottom does not contain any items.

Click to Expand/Collapse TextAdd and Edit Line Items

To add items, see the instructions under Add New Invoice Detail Items above.

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To edit, view or delete any items you have added to your invoice, see Edit, Delete or View Invoice Detail Items above.
Click to Expand/Collapse TextFinish

When you have finished reviewing the invoice information 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 the format of the printed invoice from the Run Report window.  For further instructions about printing the invoice, refer to Printing or Sending an Invoice below.