EventPro User Manual

Batch Invoicing for Multiple Exhibitors

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Batch Invoicing for Multiple Exhibitors

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Batch Invoicing for Multiple Exhibitors

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1.To create a batch of invoices for multiple exhibitors in the event, go to the Exhibitors tab and select the Finance tab below.  Ensure the Invoices sub-tab is selected.
2.Click the Create All button to the right of the Invoices selection grid.

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3.The Exhibitor Batch Wizard opens.

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4.Under Invoice Creation, select the radio button next to the kind of invoice you want to create: Automatic, Manual – Single Item, Manual – Detailed, Deposit – Single Item or Deposit – Detailed.  Review the explanations of these various invoices in Chapter 4: Finance, Invoices. Be very cautious when creating manual batch invoices.  Remember that when you create manual invoices for a portion of event charges, EventPro will not automatically calculate the remainder owing in the next invoice.  
5.From this point, you can follow the instructions in Chapter 4: Finance, Batch Invoicing, beginning at Step (4).  Those instructions will also direct you to the following parts of the manual, depending on the type of invoice you are creating:
a.Creating an Automatic Invoice for an Event,
b.Creating a Manual – Single Item Invoice as a % of Total Chargeable Items,
c.Creating a Manual – Detailed Invoice as a % of Total Chargeable Items,
d.Creating a Deposit – Single Item Invoice as a % of Total Chargeable Items, or
e.Creating a Deposit – Detailed Invoice as a % of Total Chargeable Item,
6.The batch wizards for Exhibitors and Events are similar, although remember that with the Exhibitor Batch Invoicing Wizard, you are only creating invoices for exhibitors within the current event, while batch invoicing under Accounting | Finance is system-wide and creates invoices for all events.

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