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In the Event Maintenance screen, click on the Finance tab and select the Invoices sub-tab.
In the selection grid, click to highlight the invoice you want to print or select multiple invoices by holding down the Ctrl key and clicking on the invoices.
Click the Print button to the right of the selection grid.
The Run Report window appears. Select the type of invoice you want to print and click OK.
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The Invoice report window will appear.
| 1. | Type in a name for the Report Title, if you want to change it from the default. |
| 2. | Check the appropriate Hide or Show boxes if you do not want certain items to appear in the printed invoice. These checkboxes will vary slightly depending on the type of invoice you are printing. |
| 3. | If you want to update communications to record that you have printed the invoices, check the Update Communications box, select a Method and Reference. |
| 4. | Choose the type of Report Shading you want. |
| a. | Gray: The default EventPro gray scheme, which is suitable for black and white printing. |
| b. | Color: The custom color scheme you created earlier in System Settings. |
| c. | 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. |
| d. | Off: No report shading. |
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| 1. | In the Print window, choose the Destination from the four options at the top. |
| a. | Printer: Select the appropriate settings for your printer. Choose the appropriate settings for Paper, Orientation, Page Range and Copies. |
| b. | Screen: Select the appropriate Paper size and Orientation. |
| c. | File: From the Type drop-down list, select what type of file you want to save the invoice as. Choose where you want to save the invoice by clicking the folder icon to the right of the Where field. |
| i. | In the Save to File window, find the appropriate Folder, type a name for the file in the File Name field and click Open. |
| ii. | The file path will appear in the Where field. |
| iii. | Choose the appropriate settings for Paper and Orientation. |
| d. | Email: Select whether you want to generate a PDF, TIFF or RTF file. Chose the appropriate settings for Paper and Orientation. The invoice will be directed to the billing contact’s email address, when available. |
| 2. | Click OK. If you are sending the invoice by email, the Communication Update [New] window will appear. Refer to further information about communications at Chapter 13: Communications. |
| 3. | After the invoice has been printed, displayed, saved to file or emailed, click Yes in the Confirm box if you want to update the Invoice Printed date. |
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