Linking an Invoice to an Event

NOTE: For all Planning Pod users prior to December 2015, you can use this method to link an existing 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 an 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 "Open".
  3. Find the "Link to Event" box and click on the link icon in the top right corner of the box.
  4. Using the 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 the "Open" link.
  3. Find the "Link to Event" box and click on "Remove Link to Event". The Invoice will immediately be unlinked and will no longer be associated with the Event.
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