Event Financials

• Event Financials
• Financials Overview (Webinar)
• Accounts Receivable Workflow (Webinar)
• Tracking Revenue (Webinar)
• Accept Online Invoice Payments
• Add a Payment
• Add an Invoice Schedule to an Event
• Add and Edit a Payment Schedule
• Add Charges to an Invoice Schedule
• Add Estimated Revenue to an Inquiry, Prospect, or Event
• Additional Revenue and Expenses
• Allocate a Payment or Credit
• Apply an Overall Event Discount
• Associate and Invoice Third-Party Accounts with Events
• Create an Account Credit from an Overpayment
• Create an Ad Hoc Credit
• Create an Ad Hoc Deposit Invoice
• Create an Estimate
• Create an Invoice
• Create an Invoice Schedule Template
• Deposits vs. Payments
• Discounts and Adjustments: Reducing the Amount a Client is Charged
• Download Event Charges
• Edit a Credit
• Edit a Payment
• Edit an Invoice
• Edit an Invoice Schedule
• Event Adjustments
• Finalize an Event
• Handling Financials When an Event is Lost/Canceled