1. Requirements for Adding Events to an Invoice
Only certain events can be added to an invoice. An event must meet all of the following conditions:
The event is in a completed status (purple statuses).
The event belongs to the same client as the invoice.
The event belongs to the company that invited you as a Vendor
The event has not already been added to another invoice
Exception: If the event was on a rejected invoice, it can be added to a new invoice again.
Events that are not completed, belong to a different client/client that doesn’t use Vantage, or are already billed cannot be attached.
2. Ways to Add Events to an Invoice
You can add events to an invoice in two ways:
Option A — From the Events List (Bulk Select)
Go to the Events List.
Select one or multiple completed events belonging to the same client.
Click Add to invoice.
Choose one of the following:
Add to an existing invoice, or
Create a new invoice, which will automatically attach the selected events.
Option B — From the Invoice Page
Go to the Invoice page.
Click Create invoice.
A new invoice drawer will open (in Draft status).
Inside the invoice, click Add event.
Select from the list of:
completed events,
not yet billed,
belonging to the same client.
3. Rules & Restrictions When Adding Events
You can add events when…
The invoice is in Draft or Change Required status.
The events meet all eligibility criteria listed above.
You cannot add events when…
The invoice is In Review, Accepted, or otherwise locked for editing.
Billing limitation
An event can appear on only one invoice at a time.
If that invoice is rejected, the event becomes available to add again.