In Event Temple, you have full control over which Menu Items appear on your Invoices. You can include only items you’re charging for, and easily remove items if needed, without affecting your Booking data unless you choose to.
Adding Menu Items to an Invoice:
Open the relevant Booking.
Go to the Invoice tab and select + New Invoice.
Choose Invoice or Connected Invoice, click Next, and set your invoice details.
Click Add Uninvoiced Items.
Select the menu items you want to include and leave others unchecked. Click Save.
Only selected menu items will appear on the invoice.
Removing Menu Items from an Invoice:
Open the relevant Invoice.
Locate the Menu Item you want to remove.
Click the Trash icon 🗑️.
A prompt will appear asking if you also want to remove it from the Booking.
Important Notes:
If the Menu Item is used for revenue reporting, consider removing it from the Invoice only to preserve Booking data.
If using multiple invoices, ensure all items with a price/revenue are included in one of the invoices.
Use the Menu Item Sub-tab to filter or view which invoice a Menu Item belongs to.