How to Create an Invoice
Go to the Booking
Open the booking record where you want to generate an invoice
Use the sidebar to navigate if needed: Bookings → Select Booking.
Open the Invoices Tab
Click the “Invoices” tab.
This displays all existing invoices linked to that booking.
Click “New Invoice”
Press the “New Invoice” button (located above the invoice list).
A new invoice creation window will appear.
Select the Invoice Type
Choose one of the following options:
Invoice: A standard invoice not linked to booking changes.
Connected Invoice: Automatically updates with changes to the booking’s items.
After selecting, click Next.
Enter Invoice Details
Fill in the required fields:
Invoice Number (auto-generated or editable)
Billing Contact (linked contact, e.g., Sam Tadey)
Due Date / Issue Date
Discounts if applicable.
Notes and Terms
Review all information for accuracy.
Click Create
How to Add Booking Items to an Invoice
Scroll to the Item Section
Under the “No items found” section, you’ll see three options:
➕ Add Item
➕ Add Multiple Items
➕ Add Booking Items
Click “Add Booking Items”
Select Add Booking Items to import items directly linked to the booking (such as room charges, catering, or other booked services).
Select the Items
A list of available booking items will appear.
Check the boxes for all items you want to include in the invoice.
Confirm and Add
Click Add or Apply to insert the selected booking items into the invoice.
The items will now appear in the itemized list with their description, quantity, price, and total.
Verify Totals
Check the bottom of the invoice for updated subtotal, discounts (if any), and total amount.
Save or Finalize
Once all items are added and verified, you can Preview or Share the invoice using the buttons at the top-right.
🧾 How to Create an Invoice from the Line Items Screen
Follow these steps to generate an invoice directly from a booking’s line items:
1. Open the Booking
Go to Bookings in the left-hand menu.
Select the specific booking you want to invoice
Click into the booking to open its details.
2. Go to the Line Items Tab
In the booking’s header, select the Line Items tab.
You’ll now see a list of all items associated with the booking
3. Select the Items to Include
Check the boxes beside the items you want to include on the invoice.
You can select one, multiple, or all items depending on what needs to be billed.
4. Click “Assign to an Invoice”
Scroll to the bottom of the Line Items list.
Click Assign to an Invoice.
A pop-up will appear giving you two options:
Assign to an Existing Invoice, or
Create a New Invoice.
5. Choose “Create a New Invoice”
Select Create a New Invoice.
Event Temple will automatically generate a new invoice and link the selected items to it.
Choose Between Connected Invoice and Invoice
🔗 Connected Invoice
When Connected Invoice is selected, the Line Items (Menu Items) are directly linked to the invoice.
Any changes made to the Line Items in the booking will automatically update on the invoice.
Likewise, if you edit these items within the invoice, the updates will also reflect back on the booking.
This option keeps everything synchronized between the booking and the invoice.
🧾 Invoice
When Invoice is selected, a copy of the Line Items (Menu Items) is added to the invoice.
These copied items become independent from the booking.
Any future changes to the Line Items in the booking will not update on the invoice, and vice versa.
This option allows you to customize invoice details without affecting the booking.
Additionally, when using this option, you can add Guestrooms directly to the invoice.
6. Review and Finalize the Invoice
The system will open the newly created invoice (you can also find it later under the Invoices tab of the booking).
Add or adjust details such as:
Invoice Title / Description
Due Date and Issue Date
Recipient / Billing Contact
Tax settings (if applicable)
7. Save and Send
Once reviewed, click Preview to check formatting.
Click Share or Actions → Send Invoice to email it to your client.
✅ Tips:
You can add additional booking items at any time before generating the invoice.
To split invoices (e.g., for deposits or multi-stage payments), repeat this process selecting different items each time.
Ensure your organization’s invoice template and payment settings are configured under Settings → Organization → Invoicing.
Invoice Actions Overview
When viewing an invoice in Event Temple, you can manage and customize it using the Actions menu. Below is a description of each available option:
Share (Email Invoice) – Click Share to email the invoice directly to your contact or customer from within Event Temple.
Preview – Click Preview to view the invoice exactly as your customer will see it before sending or downloading.
Download PDF – Saves a copy of the invoice as a PDF file to your computer.
Convert to Invoice / Connected Invoice – Allows you to convert a standard invoice into a Connected Invoice (which links your associated menu or line items) and vice-versa.
Clone Invoice – Creates an exact duplicate of the current invoice. You can edit, add, or remove line items in the cloned version at any time.
Delete Invoice – Permanently removes the invoice from Event Temple. You’ll have the option to also delete linked items.
⚠️ Note: This action cannot be undone.
Editing or Removing Items in a Connected Invoice
Locate the Invoice
Open the Connected Invoice you want to modify from the Invoices section or directly from the related Booking.Remove an Item
To delete a line item, click the trash icon next to it.
When prompted, you’ll be asked whether you’d also like to delete the item from the Booking.
Select Yes if you want the item removed from both the Invoice and the Booking.
Select No if you only want to remove it from the Invoice.
Update Billing Information (if needed)
In the Billed To field, you can choose who the invoice should be addressed to.
This can be any Contact, Account, or Travel Agent that already exists in Event Temple.