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Group Sale Invoice Examples (August 2015): https://help.pm.leapevent.tech/a/417103
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An important part of Group Sales is being able to quickly and efficiently invoice your customers for their deposits and final payments. Here's how you'll be able to do that.
Start from the Template Invoice
We've included an invoice to give you an idea of the types of fields you can include in your invoices. You should think of this as a good template from which you can start -- but we recommend that you clone and edit the invoice to customize it appropriately. We can work with you to adjust the template to your needs when we help you get set up.
All highlighted text on the below template was automatically filled into the email from the Group Sale record and its related records.
Going the extra mile: Advanced Invoice Creation
The Group Sales Invoice will be customizable using custom fields from the Group Sale record. Maybe your organization requires several payments with their own due dates, or you want to note how many patrons at each price level will be in attendance. Whatever you need, we'll help you get set up so that the fields are customized to your needs, and we'll be able to help you include these fields in your invoice.
Check out the image below to see an example of a more sophisticated Mail Merge invoice that can be sent directly from the Group Sale record. If you tend to send out hard copies of invoices like this one, you can mock up an example invoice to let us know the information you want included from the Group Sale record, and we will work with you to get it set up.
Now that you've got payment, here's how to report on it!
Check out the next article for information on how to best report on your deposits and payments as they come in!