Customize how invoices look, behave, and display information in Event Temple.
Access Invoice Settings
Go to Settings.
Under Organization, click Invoice Settings.
General Configuration
Show the Booking Name and/or Booking Start Date at the top of invoices.
Include Serving Time or Revenue Category by default on tables.
Enable Prepayment Invoices (Mews Integration only).
Choose whether invoices can be billed to Contacts, Accounts, or both.
Add or update Invoice Terms such as bank details or payment requirements.
Serving Time displays the service date and/or time for individual invoice items. This is especially useful for bookings with events spanning multiple days, as the invoice header only displays the Booking Start Date.
Invoice Number Formatting
Customize numbering to meet regional or legal requirements:
Set a Prefix
Choose the Minimum Number of Digits
Allow or restrict Custom Invoice Numbers
Defaults if unmodified:
Prefix: INV-
Minimum digits: 5 (e.g., INV-00005)
Custom invoice numbers: Allowed
Online Payments (Stripe Integration)
Important: Event Temple is not PCI compliant, so card details should never be stored in the system. Consult legal or compliance teams regarding storing payment info, as regulations may vary.
Enable online credit card payments directly on Event Temple invoices.
Optionally choose whether to save a customer’s card on file after payment.
Customize Component Labels
Click the Edit button in the top right corner of the page to rename headings and labels on invoices — useful for alternate languages or tailored terminology. (And don’t forget to click Save!)
Multi-Day Bookings
For bookings that span multiple event dates:
The invoice header always displays the Booking Start Date.
The header cannot display multiple event dates or automatically change based on the items included on the invoice.
To identify which event day invoice items belong to, enable Serving Time on the invoice table.
Important Notes
Updates to Invoice Terms, Field Labels, and Notes/Terms in the Footer apply only to new invoices.
Most other setting changes will not affect existing invoices.