EventPro Planner Manual

Create a Batch of Attendee Invoices

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Create a Batch of Attendee Invoices

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Create a Batch of Attendee Invoices

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1.In the Event Maintenance screen, click the Attendees tab and select the Finance tab.
2.Ensure that the Invoices sub-tab is selected.

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3.Click the Create All button to the right of the Invoices selection grid.
4.The Attendee Batch Invoicing Wizard opens.

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5.Under Invoice Creation, select the radio button next to the kind of invoice you want to create: Automatic, Manual – Single Item, Manual – Detailed, Deposit – Single Item or Deposit – Detailed.  Review the explanations of these various invoices in Chapter 6: Finance, Invoices: Invoice Overview.
a.Be very cautious when creating manual batch invoices.
b.Remember that when you create manual invoices for a portion of event charges, EventPro Planner will not automatically calculate the remainder owing in the next invoice.
6.From this point, you can follow the instructions in Chapter 6: Finance, Invoices in Accounting | Finance: Batch Invoicing, beginning at Review the Temporary Event Invoices.
7.The batch wizards are similar, although remember that here, you are only creating invoices for attendees within the current event, while batch invoicing under Accounting | Finance is system-wide and creates invoices for all events.

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