Linking an Invoice to an Event

Video Tip - Go to the 1:44 mark of the video to view information on how to link an Invoice to an Event.

If you create an Invoice from inside an Event, the Invoice will automatically be linked to the Event. However, if you create an Invoice from the main Invoices section (in the main navigation bar), you have the option to link or not to link the Invoice to an Event.

To Link an Invoice to an Event:

  1. Click on "Invoices" in the main navigation bar.
  2. Find the Invoice you want to link to an Event and click on it.
  3. Find the "Event Link" area and click on the "Link to Event" button.
  4. Using the searchable dropdown menu, select the Event you want to link the Invoice to and click on "Save".
  5. The Invoice is now linked to the Event and will be visible when you click on the Invoices tool button from the Event Dashboard.

To Remove a Linked Invoice From an Event:

  1. Click on "Invoices" in the main navigation bar.
  2. Find the Invoice you want to unlink and click on it.
  3. Find the "Event Link" area; click on the "Remove Link" button; and confirm by clicking "Unlink Now". The Invoice will immediately be unlinked and will no longer be associated with the Event.
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