In this article, you will learn how to record invoices and other receipts for an event and mark them as paid.
REQUIREMENTS
- Permission to edit the planning (Company Owner, Admin or Manager)
RECORD A RECEIPT
- In the event, open Planning › Costs.
- Click Record costs.
- Select the provider or “No provider” and the trade.
- Optionally link the receipt to a commissioned quote and a payment from the payment schedule.
- Enter the date, net amount and VAT rate.
- Attach the receipt as a PDF and click Save.
The receipt increases the actual costs of its trade.
The event's cost centre is applied automatically.
RECEIPT STATUS
| Status | Meaning |
|---|---|
| Recorded | The receipt has been received |
| Checked | The receipt has been checked for accuracy |
| Paid | The receipt has been paid |
Click Mark as paid to set the status and enter the payment date.
FINAL INVOICE AND CREDIT NOTE
- Final invoice: Select the checkbox for the last invoice for a quote. From then on, only the invoices are included in the forecast, and savings become visible.
- Credit note: Record a credit note as a receipt with a negative amount.
EDIT RECEIPTS
Clicking a receipt opens the flyout. Change values directly there: click the value, adjust it and confirm with Enter. For amounts, the Planner asks for confirmation before saving.
EXPORT COSTS
Via ⋯ › Export, you can obtain the event report as an Excel file containing all receipts and their cost centre. For more information, see the article “Reporting: Costs per participant, result and export”.
| Note: The Event Planner is used for planning and monitoring. Bookings and payment approvals continue to be handled in your accounting department. |
DO YOU HAVE ANY QUESTIONS?
If you have any questions, our Customer Service Team will be happy to help.