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 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 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
• "Auto-pay" payments
• 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.
• Link the Invoice to a BEO.
• 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).