You can create invoices directly from either the Line Items tab or the Invoices tab within a booking in Event Temple.
Note: Invoices are sometimes referred to as Banquet Checks in legacy terminology.
From the Line Items Tab
Open the booking and go to Line Items.
Select the required items using the checkboxes.
Under Batch Actions, select Create Invoice, then click Apply.
Enter the invoice details (issue date, due date, and any applicable discount).
Click Save.
To consolidate items from multiple events: Select items across the relevant events using batch actions to create one invoice, or open an existing invoice and assign additional items from the Line Items tab.
From the Invoices Tab
Open the relevant Booking
Go to the Invoices tab
Click + New Invoice
Enter Issue Date, Due Date, and any Discount
Click Save
Add any relevant Menu Items to the invoice
You can edit invoices after creation by adding or removing menu items as needed.
Invoice Tips
Ensure all events are correctly linked to the invoice or package.
Review the document preview to confirm that all items, packages, and pricing display correctly.
Ensuring Packages Display Correctly in Documents
If a package includes multiple events, follow these steps to ensure it displays correctly in your documents:
Verify that each event within the package is configured and linked correctly.
If the package or pricing does not display as expected, try adding a space where appropriate and confirm that all relevant events are linked.
To consolidate charges from multiple events, assign the relevant line items to an existing invoice so they appear on a single document.