Invoices in Event Temple can be created from either the Line Items tab or the Invoices tab within a Booking.
Note: Invoices are sometimes referred to as Banquet Checks in legacy terminology.
From the Line Items Tab
Open the relevant Booking
Go to the Line Items tab
Select the required menu items using the checkbox
From Batch Actions, click Create Invoice
Click Apply
Enter invoice details (Issue Date, Due Date, Discount if applicable)
Click Save
To consolidate line items from multiple events into a single invoice, use the batch action feature to select items from all relevant events and generate a new invoice. Alternatively, open an existing invoice and assign additional items from the Line Items tab to include everything in one document.
From the Invoices Tab
Open the relevant Booking
Go to the Invoices tab
Click + New Invoice
Enter Issue Date, Due Date, and any Discount
Click Save
Add any relevant Menu Items to the invoice
You can edit invoices after creation by adding or removing menu items as needed.
Common Troubleshooting Tips
Double-check that all events are correctly linked to the invoice or package.
Review the document preview to confirm that all items and packages are displayed as intended.
If issues persist, consult Event Temple’s support resources for further assistance.
Ensuring Proper Package Display in Documents
When a package includes multiple events, ensure accurate rendering in documents by:
Verifying that each event associated with the package is properly configured.
Making adjustments, such as adding a space or ensuring all events are linked, to ensure the package and its pricing display as expected. Additionally, you can assign line items from multiple events to an existing invoice, ensuring all relevant charges are consolidated into one document.