EventPro Planner Manual

Create a Manual - Detailed Invoice as a % of Total Chargeable Items

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Create a Manual - Detailed Invoice as a % of Total Chargeable Items

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Create a Manual - Detailed 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.

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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.

hmtoggle_arrow1Select the Type of Invoice You Want to Create

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1.Select the radio button next to Create a MANUAL – DETAILED invoice as a % of total chargeable items.
2.Select a Cutoff Date from the drop-down calendar.  The invoice will calculate the percentage from the totals for all items up to and including this date.
3.Options:
a.Enter a Description for the invoice.  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 item charges that you want to use for the manual invoice.
c.Remember that for manual invoices, unlike automatic invoices, EventPro Planner will not automatically calculate the remainder to be invoiced.  When you return to invoice the remaining charges, the total will return to the event total, regardless of what percentage has already been invoiced.  You will have to check previous invoices to ensure that you are invoicing for the proper amount.
d. Select the checkbox if you want to Include No Charge Items in the invoice item breakdown.
e.Check the Exclude Taxes from Event Charges box if you want the invoice total 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 the amount of the invoice.  By default, all of the boxes will be checked.
5.Click Next.
hmtoggle_arrow1Deduct Payments

If payments have been made, you can select payments to Deduct from the invoice.

Check the Sel box next to the applicable payment(s) and click Next.

If no payments have been made yet or if they have been assigned to other invoices, the wizard will skip this page and proceed directly to the Invoice Review page.
hmtoggle_arrow1Invoice Review

In the Invoice Review page, the wizard summarizes the information that will be included in the invoice.  This page will be similar to the one displayed for an automatic invoice, and you can change the information in the Bill To and Invoice Summary fields, just as with automatic or manual invoices. Review the instructions regarding Bill To and Invoice Summary in Create an Automatic Invoice above.

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hmtoggle_arrow1Invoice Detail Items

The Invoice Detail Item selection grid at the bottom of the invoice will contain line items for the selected percentage.

hmtoggle_arrow1Add New Invoice Detail Items

You can add other new items to your invoice, too.  See the instructions under Add New Invoice Detail Items above in Create an Automatic Invoice.
hmtoggle_arrow1Edit, Delete or View Invoice Detail Items

To edit, view or delete any items you have added to your invoice, see Edit, Delete or View Invoice Detail Items above in Create an Automatic Invoice.
hmtoggle_arrow1Finish

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