EventPro Planner Manual

Create a Manual Invoice

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Create a Manual Invoice

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Create a 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.

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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 invoice (enter your own items).
2.The Cutoff Date and some of the Options fields, such as Select Items to Invoice, will be disabled, as they are not relevant when creating this kind of manual invoice.
3.You can still 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.
4.Because manual invoices do not provide a breakdown of items, the Include No Charge Items option is not relevant.
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 invoices.  Review the instructions regarding Bill To and Invoice Summary in Create an Automatic Invoice above.

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hmtoggle_arrow1Invoice Detail Items

Note that for a manual invoice, the selection grid at the bottom does not contain any items.  With a Manual Invoice, you need to create your own line items.

hmtoggle_arrow1Add New Invoice Detail Items

To add items, 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_arrow1Apply Percentage

The Apply Percentage feature is not available for a manual invoice.
hmtoggle_arrow1Finish

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 whether 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.