1.View your event in the Event Maintenance screen.
2.Click on the Event tab.
3.Click the View Event button on the right side of the screen.
4.The Event [View Only] window appears. Click on the General and Event Taxes tabs to view financial information about the overall event.
5.To edit any of this information, refer to 3: Event Maintenance, Modify Event Information.
1.Click on the Finance tab and select the Summary/Discounts sub-tab.
2.In the middle of the screen, you will see a selection grid displaying a list of the resource Sub-Groups associated with the event.
a.This grid will only display the resource sub-groups of the detail items that have been added to the event.
b.The financial information for each sub-group in use in this event is summarized under a series of columns – including Billable, Cost, Discount, Margin, etc. – which are totaled at the bottom of the selection grid.
3.Note that if you use a package for an event, the organization of the financial information in the Summary/Discounts tab will depend on how you have determined the price for the package.
a.If you chose to use package item costs and/or prices, the costs/prices of the items will be grouped with the other resource items under the corresponding sub-group row, and the PACKAGE row will contain $0.00 (as the costs/prices have already been accounted for).
b.If you created a flat price for the package, the financial information will appear in the PACKAGE row.
4.To review detailed information about sub-group discounts, click on the sub-group in the selection grid. Click the View button.
a.The Event Discount [View Only] window appears.
b.When you are done reviewing the discount information, click Close.
5.At the bottom of the screen, you will see a series of fields summarizing the Charges, Taxes, Invoice amounts and Un-Invoiced amounts for the event.
6.NOTE: If a company has been flagged for Consolidated Billing, and its events have been grouped into a Consolidated (multi-event) Invoice, the payments made against the consolidated invoice will not appear in the Financial Summaries for the events in that consolidated invoice. This is because when you make payments against a consolidated invoice, you are making a payment against the invoice as a whole, not against specific events within the invoice. This applies only to Consolidated Billing, not regularly created invoices. For more information about Consolidated Billing, refer to:
a.1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company: Billing Information (flagging a company for Consolidated Billing)
b.4: Finance, Invoicing in Accounting | Finance: Batch Invoicing (creating Consolidated Invoices)
c.4: Finance, Payments in Accounting | Finance: Enter a Payment in Accounting | Finance (applying payments against consolidated invoices)