LIne items exist at a Booking, Event and/or Invoice level. You should first check that your Menu Items have a revenue category & are associated to the expected source.
All Menu Items are automatically associated to a Booking. From the Menu Item Sub-tab within the Booking Summary, you can check whether the item is also associated to an Event and/or Invoice using the appropriate columns.
Within Documents, the Menu Items element pulls from one of these sources.
Booking - All Menu Items on the Booking
Events - Menu Items assigned to specific Events
Invoice - Menu Items assigned to the linked Invoice
Selecting the "Booking" source ensures that all event days are visible in the generated Offer/Document, even those without associated line items.
To change your Menu Item Source
The default source is Booking, however this can be modified to Events or Invoice. If you select Event, you can also choose a specific event/s. This is helpful if you'd like to separate Events into different portions of a Document: Additionally, choosing "Booking" as the source is beneficial when working with multi-day events, as it ensures all event days appear in the Offer/Document, regardless of whether line items are assigned to every day.
Double Click on the Menu Item Element on your Document (or press the pencil when you hover over it)
Under Menu Item Source select the appropriate source (Booking, Events or Invoice)
Select the Apply
Save your Document This ensures comprehensive visibility of all event days in documents, which is especially useful for multi-day event scenarios.
Important considerations if selecting Event as the source If an event day does not have any associated Menu Items, it will not appear in the generated Offer/Document view. Adjusting settings to include such days might require using the "Booking" source.
Menu Items linked to an Event
Items are grouped by Event
Items are sorted by Event name (alphabetically), and then by the date they're created
Menu Items not linked to an Event
Items will be grouped together
Items are sorted by the date they're created