Emailing Event Invoices From FlowPath | FlowPath Help Center
Emailing Event Invoices From FlowPath
How to efficiently send event invoices in FlowPath. Learn how to create and send invoices, managing invoice details, and track payments.
Download PDF → HowToCreateAndSendAnInvoiceinFlowpath.pdf
How to Email Event Invoices from FlowPath
-
Accessing Flowpath
-
Log in as an admin or events admin.
-
Navigate to the invoices subsection.
-
-
Creating an Invoice
-
Click into the event for which you want to send an invoice.
-
Go to the invoices tab and click on "Create Invoice".
-
-
Invoice Details
-
View invoice status, total cost, payments, and requester information.
-
Edit invoice status, requester details, payment terms, and invoice-related info.
-
-
Adding Line Items
-
Add line items for billing (rental hours, materials, labor).
-
Select items from pre-filled options or manually add details.
-
-
Sending the Invoice
-
Generate the invoice.
-
Click on "Send Invoice Email" to email the invoice to the requester.
-
Customize the email subject line and body.
-
Choose to attach a PDF or have one generated automatically.
-
-
Finalizing and Tracking
-
Update the invoice status to reflect that it has been sent.
-
Track scheduled and sent invoices in the system.
-
Access email attachments, download invoices, or make revisions as needed.
-
-
Monitoring Invoices
-
Keep track of all invoices, their status, total cost, and payment details within FlowPath.
-
Reach out to the CS team on invoices for any further assistance or inquiries.
-
Accessing Flowpath
Log in as an admin or events admin.
Log in as an admin or events admin.
Navigate to the invoices subsection.
Navigate to the invoices subsection.
Creating an Invoice
Click into the event for which you want to send an invoice.
Click into the event for which you want to send an invoice.
Go to the invoices tab and click on "Create Invoice".
Go to the invoices tab and click on "Create Invoice".
Invoice Details
View invoice status, total cost, payments, and requester information.
View invoice status, total cost, payments, and requester information.
Edit invoice status, requester details, payment terms, and invoice-related info.
Edit invoice status, requester details, payment terms, and invoice-related info.
Adding Line Items
Add line items for billing (rental hours, materials, labor).
Add line items for billing (rental hours, materials, labor).
Select items from pre-filled options or manually add details.
Select items from pre-filled options or manually add details.
Sending the Invoice
Generate the invoice.
Generate the invoice.
Click on "Send Invoice Email" to email the invoice to the requester.
Click on "Send Invoice Email" to email the invoice to the requester.
Customize the email subject line and body.
Customize the email subject line and body.
Choose to attach a PDF or have one generated automatically.
Choose to attach a PDF or have one generated automatically.
Finalizing and Tracking
Update the invoice status to reflect that it has been sent.
Update the invoice status to reflect that it has been sent.
Track scheduled and sent invoices in the system.
Track scheduled and sent invoices in the system.
Access email attachments, download invoices, or make revisions as needed.
Access email attachments, download invoices, or make revisions as needed.
Monitoring Invoices
Keep track of all invoices, their status, total cost, and payment details within FlowPath.
Keep track of all invoices, their status, total cost, and payment details within FlowPath.
Reach out to the CS team on invoices for any further assistance or inquiries.
Reach out to the CS team on invoices for any further assistance or inquiries.