Event Temple allows you to switch between a Connected Invoice and a regular Invoice at any time. This flexibility helps you control whether Menu Items are synced with a Booking/Event or managed independently.
Convert a Regular Invoice to a Connected Invoice
A Connected Invoice links the Invoice to a Booking or Event and shares Menu Items between them.
Steps
Open the Invoice.
Click the Action button (three-dots).
Select Convert to Connected Invoice.
Review the warning message and click Convert to proceed.
What Happens
Menu Items are shared between the Booking/Event and the Invoice
Changes to Menu Items stay in sync across both records
Convert a Connected Invoice to a Regular Invoice
A regular Invoice is no longer linked to a Booking or Event, and Menu Items are managed only on the Invoice.
Steps
Open the Connected Invoice.
Click the Action button (three-dots).
Select Convert to Invoice.
Review the warning message and click Convert to proceed.
Important Notes
Menu Items will be removed from the Booking and any associated Events
The Invoice will remain intact, but it will no longer sync with the Booking/Event
You can convert the Invoice back to a Connected Invoice later
Menu Items will be added back to the Booking
They will not be re-associated with their original Events