| 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. | Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company: Billing Information (flagging a company for Consolidated Billing) |
| b. | Chapter 4: Finance, Invoicing in Accounting | Finance: Batch Invoicing (creating Consolidated Invoices) |
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