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Invoices and Receipts |
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Invoices and Receipts |
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Invoices and Receipts
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Invoices and Receipts |
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Invoices and Receipts |
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| 1. | In EventPro Planner, you may have created a variety of different invoices or receipts for different recipients. To print copies of these invoices or receipts, you must first find them in the correct area of EventPro Planner. |
| a. | Event Client: Find the relevant event in the Event Maintenance screen and select the Finance tab. |
| b. | Attendees: In the Event Maintenance screen, find the relevant attendee in the Attendees | View Attendees tab and click the Finance tab in the bottom section of the screen. |
| c. | Exhibitors: In the Event Maintenance screen, find the relevant exhibitor in the Exhibitors | View Exhibitors tab and click the Finance tab in the bottom section of the screen. |
| d. | Companies/Contacts: In the Companies/Contacts screen, find the relevant company or contact and click the Finance tab in the bottom section of the screen. |
| e. | Any Invoice/Receipt: Click Accounting | Finance in EventPro Planner’s main menu to enter the main Finance area, where all invoices and receipts are displayed. |
| 2. | Once you are in the appropriate Finance area, select the Invoices or Payments sub-tab, as appropriate. In the selection grid, click the invoice or receipt you want to print. |
| 3. | Click the Print button to the right of the appropriate selection grid. |
| a. | If you are printing an Invoice, the Run Report window appears. Select the format of invoice you want to print: Invoice, Invoice by Date, Invoice by Item Type and Summary Invoice. Click OK to open the Invoice Options window. |
| i. | Type in a name for the Report Title, if you want to change it from the default. |
| ii. | Under Report Options, you can select the checkboxes if you want to Hide Zero Price Items and Show all Credits in Summary. |
| iii. | Check the box if you want to Update Communications. Choose a Method and Reference. This will add a communication (of the method and reference you choose) to the communication log, noting that the invoice has been printed or sent. |
| iv. | Choose the type of Report Shading you want. |
| · | Gray: The default EventPro gray scheme, which is suitable for black and white printing. |
| · | Color: The custom color scheme you created earlier in System Settings. |
| · | Designed: The color scheme set up in the report layout in the Report Designer. If you choose this option, EventPro will not modify the color scheme as it appears in the report layout. |
| · | Off: No report shading. |
| v. | If you want to choose the sort order of the items in the invoice, click the Sort button. |
| · | From the drop-down list, choose a Sort Order. |
| · | If you choose <CUSTOM>, select the sort order fields from Custom Sort A, B and C below. Check the Descending checkbox if you want to sort by that field in descending order (e.g. z to a, reverse chronological, etc.). |
| vi. | Click OK when you are done. |
| b. | For a Receipt, you will go directly to the Receipt Options window. |
| i. | Type in a name for the Report Title, if you want to change it from the default. |
| ii. | Choose the type of Report Shading you want, noting the descriptions in the instructions immediately above. |
| c. | Review the additional print options outlined above in the Standard Printing Options. |
| 4. | After you have selecting printing options, click OK. In the Print window, you can choose the print destination. Refer to Print Reports above for more information. |
| 5. | After printing the invoice or receipt, the Confirm dialog will ask whether you want to update the printed date of the invoice or receipt. Click Yes to update the last-printed date. |