EventPro Planner Manual

Create a Credit - Manual Invoice

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Create a Credit - Manual Invoice

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Create a Credit - Manual Invoice

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Find the event in the Event Maintenance screen and click on the Finance tab.  The Invoices sub-tab should already be selected.

Click the Create button. If the event is not set to a confirmed status, the Confirm dialog will ask if you want to continue.  To continue creating the invoice anyway, click Yes.

The Invoice Wizard will open.

Click to expand/collapse textSelect the Type of Invoice You Want to Create

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1.Select the radio button next to Create a CREDIT – MANUAL invoice (enter your own items).
2.The Cutoff Date and most of the Options fields will be disabled, as they are not relevant when creating this kind of manual credit memo.
3.You can enter a name for the Description and check the Append to Event Name box if you want the credit memo description to appear as Event Name: Your Description.
4.Click Next.
Click to expand/collapse textInvoice Review

In the Invoice Review page, the wizard summarizes the information that will be included in the invoice.  This page will be similar to those displayed for any invoice, and you can change the information in the Bill To and Invoice Summary fields, as usual. Review the instructions regarding Bill To and Invoice Summary in Create an Automatic Invoice above.

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Click to expand/collapse textInvoice Detail Items

The Invoice Detail Item selection grid at the bottom of the window will not contain any items or prices initially.
Click to expand/collapse textAdd New Credit Item
1.Add the credit item manually to your invoice by clicking the New button next to the selection grid.
2.This will bring up the Invoice Detail [New] window.

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3.The Item Date will default to the current date, but can be changed.
4.“CREDIT” will be pre-selected as the Item Type and description, but you can type in an additional Item Description.
5.Enter the Quantity and Amount charged. The Amount will be negative, indicating that it is a credit.
6.If you want, you can choose the invoice to which you want to apply the credit from the Credit Applied To drop-down box.  This step is optional.
7.If this item is included in the Budget, choose a corresponding Item.  Budget items are set up in Chapter 5: Set Up an Event, Budget Setup.
8.Choose the applicable Taxes under the Taxes tab.
9.Choose the correct Account Code, Account Suffix and Department from the Accounts tab, if applicable.
10.Click Save in the bottom right corner of the Invoice Detail [New] window.  In the Confirm box, click Yes if you want to add another item or No to just add the one you created.
11.The credit item will be added to the Detail Item grid in the invoice.
Click to expand/collapse textEdit, Delete or View Invoice Detail Items

You can edit, view or delete the items you have added to your invoice.  Review the instructions above at Edit, Delete or View Invoice Detail Items in Create an Automatic Invoice.
Click to expand/collapse textFinish

When you have finished reviewing the invoice information and have made your desired changes, click Finish.  In the Confirm box, click Yes to continue creating the invoice.

The next Confirm box will ask if you want to print the invoice.  If you click Yes, choose the printed invoice format from the Run Report window.  For further instructions about printing the invoice, refer to Print or Send an Invoice below.