Flexible Invoicing Options to Suit Your Event Planning Business

Every event planning business is unique, which is why EventPro Planner offers many different options in its software, including multiple invoicing and billing options.  We want to make sure you can bill the way you need to, right in EventPro Planner.

The most convenient invoicing option for EventPro Planner, and therefore the most often used, is the Automatic Invoice, which automatically calculates the total for all chargeable items in the event, or directed to an attendee or exhibitor.

However, did you know that there are other invoicing options, too?

• If you are ready for a more advanced feature in the Automatic Invoice, you can choose to invoice only certain Items, certain Types of items or a Percentage of the total charges. When you later invoice the balance of the charges, EventPro Planner will calculate the correct remaining charges to invoice. So, for example, you could split event costs between two parties 50/50, or invoice a customer for 75% of all costs before the event and invoice the remainder (automatically calculated for you) after the event occurs.
• If you have many invoices to create, and time is of the essence, the Batch Invoicing feature allows you to create multiple invoices for all events or all attendees/exhibitors in an event with one easy-to-use Invoice Wizard.
• If you want more flexibility in creating invoices, you can create Manual Invoices, which can begin blank or with a calculated percentage of the total charges. You can freely add, edit or remove line items in the invoice.
• Special Deposit Invoices allow you to deduct amounts from future invoices. For example, if you create a deposit invoice for an event, and later create an automatic invoice for the event charges, you will have the option to deduct the amount of the deposit invoice from the event charges invoice.
• Finally, Credit Invoices allow you to credit a customer for items that were invoiced, but for which you will not receive payment. This eliminates the need to void and recreate invoices if an item must be removed from an invoiced event.

Use EventPro Planner’s flexible invoicing options to create a billing system that works perfectly for your business. Take a look at the EventPro Planner User Manual under Chapter 6: Finance, Invoices for extensive instructions on creating invoices of every kind.

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