Event Invoicing Overview | FlowPath Help Center

Event Invoicing Overview

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

Download PDF → 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.

     ---

Introduction

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

Locating Invoices

Identifying invoices in the events module through white paper icons.

Differentiating between events with and without associated invoices.

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.

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.

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.