Once an invoice has been shared with a guest, Event Temple automatically updates the invoice status to Sent. This makes it easy to confirm whether an invoice has already been sent without having to check your email history.
Check the Invoice Status
You can see whether an individual invoice has been sent by opening the invoice and checking its Invoice Stage.
To view all invoices that have been sent:
Navigate to the Invoices page.
Select the Invoice Stage filter.
Choose Sent to display all invoices that have been shared.
How to Attach an Invoice to a Document
When an invoice is attached to a document and that document is sent, Event Temple will automatically update the invoice status to Sent as well. This makes it easier to keep track of which invoices have been shared with your guests.
If an invoice is linked to a document but not attached, sending the document will not change the invoice status. The invoice will retain its current status.
To attach an invoice to a document, open the Document you’d like to work with and link the relevant invoice. Once the invoice has been linked, you’ll see an option on the right-hand side to attach the invoice to the document. Select this option to include the invoice when the document is sent.
