Adding 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 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 tool to select the appropriate Event and the "Invoices" tool.
    • Click on "Invoices" in the main navigation bar.
  2. Click on the "Add New 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
  • Tags
  • Client message
  • Payments
  • Scheduled payments

In addition, from this page you can:

  • Email the Invoice to clients.
  • Download a PDF of the Invoice.
  • Save the Invoice as a Template.
  • Save line items within the Invoice as Line Item Templates.
  • Hide the tax rate and markup/discount columns in the PDFs of the Invoice.

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