Configure Invoice Settings and Apply to Existing Events (video min 0:00)
Navigate to the top menu bar and select "Settings."
From the settings page, go to the "Payments and Invoices" tab.
Scroll down to the "Invoice Settings" section.
Choose whether invoices should automatically be attached to payment reminders sent to clients.
If automatic attachment is not enabled, note that invoices can still be manually created within events.
Add any specific invoice notes that will appear on the invoice PDF, such as payment terms or PO numbers.
If needed, adjust the current invoice number by clicking "Edit" and setting a new invoice number. Remember that this number can only be incremented.
Apply the updated invoice settings to your event Templates:
Go to the "Data" tab under the top navigation bar and open "Event Templates."
For each event template, click on the "Payments" tab and at the bottom, update the invoice settings and notes as needed.
Repeat these steps for any current or active events to ensure new invoice settings are applied.
Manually Create Invoices From Within Events (video min 2:21)
Navigate to a booked event and access the "Payments" tab.
Scroll to the "Payment Schedule" section and locate the download button (an arrow pointing down to an underline) next to the payment item you wish to invoice.
Click the download button to automatically generate and download the invoice.
Review the downloaded invoice to ensure it includes:
Your logo, your name, and email.
The name and date of the event.
A QR code linking back to the event.
The name of the payment, its due date, and the amount due.
If the invoice needs updating (e.g., adding a PO number or event notes), unlock the event to edit settings and re-download the invoice.
Note that once a payment is confirmed as received, subsequent downloads of the invoice will reflect "Amount Paid" instead of "Amount Due."