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How do I Create an invoice for an upcoming Booking?
How do I Create an invoice for an upcoming Booking?
Updated over 3 years ago

Related Questions:

  • Generate an invoice for a Booking

  • Make a Banquet Check for a Client

  • Generate an invoice for an Event

Environment:

Event Temple Web App

Procedure:

In Event Temple, Banquet Checks are called Invoices. There are multiple ways you can add an Invoice to a Booking:

From the Menu Items Tab:

  1. Access the Booking you wish to create an invoice for

  2. Select the Menu Items tab

  3. Select the relevant Menu Item/s using the checkbox

  4. From the batch action dropdown, select Create Invoice

  5. Click Apply

  6. Input any relevant information in the respective fields (Issue Date, Due Date and any Discount.)

  7. Click Save

From the Invoices Tab:

  1. Access the Booking you wish to create an invoice for 

  2. Select the Invoices tab

  3. Select the New Invoice button

  4. Input any relevant information in the respective fields (Issue Date, Due Date and any Discount.)

  5. Click Save

  6. Add any relevant Menu Items to your Invoice

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