EventPro Planner Manual

Create a Credit - Single Item Invoice as a % of Total Chargeable Items

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Create a Credit - Single Item Invoice as a % of Total Chargeable Items

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Create a Credit - Single Item Invoice as a % of Total Chargeable Items

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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 – SINGLE ITEM invoice as a % of total chargeable items.
2.Select a Cutoff Date from the drop-down calendar.  The invoice will calculate the total charges from all items up to and including this date.  
3.Options:
a.Enter a Description for the invoice. For example, you may want to note the percentage invoiced, e.g. Credit Invoice as 50% of Total Event.  Check the Append to Event Name box if you want the invoice description to appear as Event Name: Your Description.
b.In the Invoice % field, enter the percentage of the total charges that you want to use for the credit amount.
c.Because this kind of manual invoice does not provide a breakdown of items, the Include No Charge Items option is not relevant.
d.Check the Exclude Taxes from Event Charges box if you want the percentage calculated on pre-tax amounts.
4.Under Select Items to Invoice, check the boxes next to the Item Types you want to use in calculating a total from which you will calculate the credit amount.  By default, all of the boxes will be checked.
5.Click Next.
Click to expand/collapse textInvoice Review

In the Invoice Review page, the wizard summarizes the information that will be included in the credit invoice.  This page will be similar to the one 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 will contain a Credit item for an amount that is your selected percentage of event charges.

Click to expand/collapse textAdd New Credit Item

As with manual credit invoices, you can add credit items to your invoice by clicking the New button next to the selection grid.  See Create a Credit-Manual Invoice: Add New Credit Item above.
Click to expand/collapse textEdit, Delete or View Invoice Detail Items

You can edit, view or delete any items in your invoice.  See Edit, Delete or View Invoice Detail Items above in Create an Automatic Invoice.
Click to expand/collapse textFinish

When you have finished reviewing the invoice 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 whether you want to print the invoice.  If you click Yes, choose an invoice format from the Run Report window.  For further instructions about printing the invoice, refer to Print or Send an Invoice below.