🪜 Steps to Export Deposit Information
Go to the Invoices Page
Navigate to Bookings → Invoices in the left-hand menu.
This section lists all invoices across your organization, including deposits and final invoices.
Apply Filters (Optional)
Use the Add Filter option to narrow down the view.
Common filters include:
Invoice Type → “Prepayment” or “Deposit”
Invoice Stage → “Draft,” “Sent,” or “Paid”
Date Range → select issue or due dates to focus on specific periods.
View Deposit Details
Each deposit invoice displays:
The invoice number (e.g., INV-00025)
The booking name
The billed contact
The total amount and amount paid
Export Your Results
Click the Export button (spreadsheet icon) near the top-right of the table.
Event Temple will generate a
.CSVfile containing all invoice data currently displayed on your screen.The export includes columns for Invoice Number, Type, Booking, Amount Due, Total, Paid, and Dates.
Open and Review the File
Open the downloaded
.CSVfile in Excel or Google Sheets.Sort or filter by the Invoice Type or Invoice Stage columns to isolate deposits.
🧭 Tips
To export only deposit (prepayment) invoices, make sure to set the Invoice Type = Prepayment filter before e
xporting.
You can re-export anytime after updating filters to capture the latest data.