Invoicing

Generally once your event is completed, the last step is to get feedback from your client about the event, and send them an invoice for the work you did.

Invoicing can be done in a number of ways, depending on which accounting system you use and at what stage you generally invoice your clients - both before your events, as well as afterwards.

To raise invoices for your events, under the 'Events' menu, go to the 'Finances' item, and then across to the 'Invoicing' tab.

The page then displays (by default) all the events in the last week by default which still need to be invoiced.

Change the dates the report uses for finding events to invoice by entering a new start & end-date (these are the event dates), and click 'Display' to retrieve the events again.

Select the events you would like to invoice by ticking the boxes on the right hand side of the table for the appropriate events, and then click 'Export' (or 'Send to accounting package' if you use an online accounting package: for information on how to configure you accounting pack, go here).

When selecting multiple events for a single client, the system will group those events by client and purchase order number (if entered). This means if you have selected 5 events for one client, only one invoice will be raised, which will contain the 5 events. In the instance a purchase order has been entered (eg. PO123) for 2 of those events, you will have two invoices raised - one with the purchase order number PO123 with 2 events, and another with the remaining three events without a purchase order number specified.