While it may seem redundant to create  invoices from the Finance screen when you can create them from the Event Maintenance screen, remember that it may be necessary for some users to access the Invoice Wizard from the Finance screen.

For example, if your facility has a separate accounting department, the accounting department users may only have access rights to the accounting area of EventPro, not the Event Maintenance screen.  Therefore, if the accounting department needs to make an invoice for an event, they must do so through the Finance screen. On the other hand, users in other departments may not have access rights to invoice/payment information from the Event Maintenance screen.  To review how to set up user rights, refer back to Chapter 1: Setting Up EventPro, Step 10: User Rights.

Also, if you wish to create Consolidated Invoices for companies, that needs to be done through the Batch Invoicing option in the Accounting | Finance area.   To review how companies are flagged for consolidated billing, see Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company: Billing Information.  For instructions about Batch Invoicing, including Consolidating Billing, see Batch Invoicing.

 

Note that you may not be able to see all of the invoices, depending on your location user rights.  To view invoices linked to an event, you must have viewing rights to at least one location in the event. See Chapter 1: Setting Up EventPro, Step 10: User Rights, Creating User Right Groups: Location Rights.

Green:  Paid in full        Yellow:  Partially paid        Red:  Voided        Purple:  Overpaid