Adding a New Invoice

Video Tip - Go to the 1:06 mark of the video to view information on how to add a new Invoice.

You can create an Invoice in two places:

  • Inside an Event Dashboard by clicking on the "Invoice" tool button or using the Switch Event or Quick Launch tool.
  • By clicking on "Invoices" in the main navigation bar.

To Add a New Invoice:

  1. Use one of these three ways to access the Invoices tool:
    • Click on the "Invoices" tool button on the Event Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Invoices" tool.
    • Click on "Invoices" in the main navigation bar.
  2. Click on the "Add Invoice" button.
  3. Add the client/lead; client/lead address; invoice number (auto-generated for your convenience); invoice name; invoice creation date; due date; and P.O. number.
  4. Click "Save".

This brings you to the Invoice Dashboard where you can add additional information, including:

  • Line items
  • Categories
  • Additional fees (gratuities, service fees, etc.)
  • Payments
  • Payment reminders
  • Deposits
  • File attachments
  • Image gallery
  • Client message
  • Tags

In addition, from this page you can:

  • Email the Invoice to clients.
  • Download a PDF of the Invoice.
  • Download a sales receipt PDF of all payments made on the Invoice.
  • Save the Invoice as a Template.
  • Link the Invoice to an Event.
  • Save line items within the Invoice as Line Item Templates.
  • Show/hide columns and information in the Invoice on-screen display and PDF (including the columns for image, date, tax and markup/discount as well as the Proposal total).
  • Pass credit card processing fees on to client.
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