Summaries of Financial Information and Discounts for Event

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)