Invoice Part 2 - Adding Items to an Event

Thu, 12/02/2010 - 22:32

Once you have products to rent, you can now add them to an invoice. This section describes how to add items to an invoice. If you've not read Invoice Part 1, please do so now.

Part 1 - Where are the Invoices?

There is an invoice attached to each event. Many people ask, "Why is it attached to a event and not a customer?". That is a good question. The answer is because your customers may have many events over a period of time. If we were to attach the invoice to the customer, you wouldn't be able to determine which event the invoice belongs to. So, now that we have that out of the way, lets talk about how we get to invoice of an event.

1. Log In into the Web Manager and use the folder navigation to select "Events" and then "All".

Selecting "Events" and then "All" will allow you view all your events. You will see a screen similar to this one:

If your list in empty you'll need to add an event first.

Doubleclick on any event. You'll then be taken to the event page. This page contains information about this customer and their event. From there, use the folder navigation to select "Event Items".

Once you click on "Event Items", you will see the a screen similar to this one:

This screen is divided into three main areas: Products, Added Items, and Button Bar. The Products is the area on the left which lists your Product Classes and the products which you've entered for each Product Class. For more information on Products and Product Classes see Invoice Part . The "Added Items" section is the area to the right of the Products which lists the items you've already added to the invoice. If you have not added any items, this area will be blank. The Button Bar is located at the bottom and contains buttons for Update Items, Remove Payment, and Add Payment.

2. Selecting A Product to Add.

This portion is striaght forward. Click on the Product Class of the product you wish to add. To continue our example wich Chairs, click on the "Chairs" product Class. You'll notice the "White Wood Chairs" entry. Click the "Add" button to add this to the invoice. Once you click this button, the a customiz item box will appear at the top of the Added Items section:

This new customize item box allows you to customize the item you are adding to the invoice. On the left is the item name and description. On the right is the price you wish to charge for the item. You can increase it or decrease it to whatever you like it to be. If you've entered tax profiles, you'll see a drop down with those profiles listed. If you have not enter tax profiles click here. Lastly, you can increase or decrease the quantity of the item.

Once you are done customizing your item, click the Update Button: