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Event Invoicing Overview

Overview of invoicing in our events module. Learn how to manage, create, and send invoices for your events efficiently.

Updated over 7 months ago

Download PDF β†’ EventInvoicingOverview.pdf



Understanding Invoicing in the Events Module

  1. Introduction

    • Overview of the purpose of the training on invoicing in the events module.

  2. Locating Invoices

    • Identifying invoices in the events module through white paper icons.

    • Differentiating between events with and without associated invoices.

  3. Invoice Overview

    • Accessing the invoices section under requesters.

    • Viewing a list of active invoices with detailed information:

      • Event name, event ID, invoice ID number, calendar association, location, status, total cost, total payments, total taxes, requester information, and due dates.

    • Ability to delete invoices using the red trash can icon.

    • Adjusting the number of invoices displayed per page for better visibility.

    • Sorting and filtering options for better organization:

      • Sorting by event IDs.

      • Filtering by location, status, and event name.

      • Filtering by event categories, invoice status, requester groups, or keyword search.

  4. Navigating Individual Invoices

    • Clicking on an invoice to access detailed information.

    • Editing the status of the invoice and making necessary adjustments.

    • Adding billing items, payment remit information, payments, and attachments.

    • Viewing timestamps to track actions and changes made to the invoice.

  5. Additional Resources

    • Mention of upcoming videos on creating custom billing items and emailing invoices.

    • Encouragement to reach out to the CES team for any questions regarding invoicing.


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