Applies To
EMS (Events Management Software)
Step-by-Step
- Click on Billing - Invoices - Invoicing
- Note: If you have already done this and Memorized settings, then you can skip steps 3-9 and just click on the Setup drop down list and choose the saved settings that you want to invoice for
- Click on Date Range Tab, verify that your department is in the Department field
- Click on Buildings tab and choose the appropriate Buildings to invoice for
- Click on the Categories tab and choose the appropriate Categories to invoice for
- Click on the Statuses tab and choose the appropriate Statuses to invoice for
- Click on the Group Types tab and choose the appropriate Group Types to invoice for
- Click on the Options tab
- Choose the appropriate Header Message for your dept
- Choose the appropriate Footer Message for your dept
- Only change the check box options if needed
- Click Memorize to save these settings for future use, and type in a Name
- Only check the box for Public (Available to All Users) if you want anyone that has EMS access to be able to use this invoicing options
- Click on Date Range tab, and choose a Starting Date and Ending Date (the dates of the events you want to include)
- Click on Generate button
- Select All, or select the events you want to Invoice for
- Click Preview, to view the invoices before finalizing them if needed
- Click Final to finalize them and it will prepare the transactions for the nightly GL Feed.