EventPro Planner Manual

Create Single Invoice in Accounting | Finance

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Create Single Invoice in Accounting | Finance

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Create Single Invoice in Accounting | Finance

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1.From EventPro Planner’s main menu, select Accounting | Finance.
2.In the Invoices tab, click the New button in the upper right corner.
3.First, you must find the event in the Find Event window.  To review how to search in a Find window, see Chapter 1: Overview, Common Functions: Find a Record.  Select the event from the selection grid and click OK.

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4.If the event has not been set to a “Confirmed” status, a Confirm box will ask if you want to continue with invoicing.  Click Yes to continue.
5.The Invoice Wizard will open.  From here, you can follow the same instructions as above (Create an Automatic Invoice, Create a Manual Invoice, and so on) for creating the various different kinds of invoices.

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