Creating and Managing Invoices

Create Invoices on the Agency’s Payments section

Invoices

Step 1: Navigate to the Agency Dashboard and access the Payments shortcut.

Step 2: Click on the “Invoices” box.

Step 3: Initiate a new invoice by clicking on “+New Invoice.”

Step 4: Choose the source of the invoice: Events, Billed Events, or Manual.

Step 5: If Events/Billed Events is selected, specify the date range and click “Submit.” Optional filters such as Providers, Clients, and Event types can be applied.

Step 6: Select the events to be included in the invoice and proceed by clicking “Continue.” This step also allows you to check for any errors in the selected events.

Step 7: Opt for a strategy to organize the invoice: Merge all Events, Split by Provider, or Split by Event Type.

Step 8: Choose the specific invoices you want to create.

Step 9: Finalize the process by clicking “Create.”