Getting paid
Quote, invoice, payment, receipt — in that order, each built from the one before it. You should never key the same line twice, and after the booking is on the system you should not key it at all.
Starting from a booking
Build a quote from a booking and the lines come across with their quantities and prices already on them, damage charges included at the item’s replacement price.
Saving a quote also updates the booking’s lines to match, because a quote is where the job is negotiated. An invoice deliberately does not — it bills for what was agreed, and plenty of invoices have no booking behind them at all.
What gets frozen, and when
A document copies its prices, its tax rate, its payment terms and its wording from your settings at the moment it is created, and then keeps them. Repricing an item next month cannot reach back into an invoice you have already sent.
The same is true of its currency. A document prints in the currency it was written in for ever, because a total restated under a new symbol states an amount nobody was charged.
Tax and discounts
One tax rate per document, applied once to the net after any discounts. A discount can be a percentage or an amount, on a single line or on the whole document, and one that is bigger than the thing it discounts is refused rather than quietly capped. The per-line discount column only prints when a line actually has one — a column of dashes is a column of nothing.
Issuing an invoice
Issuing allocates the number and stamps the moment. The invoice date printed on the document and the due date worked out from your payment terms are separate from that stamp and can be backdated without disturbing it — one is what the document says, the other is what happened.
Payments and receipts
Record a payment and a receipt is issued in the same breath, part payments included. It is never behind a separate button, because a receipt somebody has to remember to press is a receipt that gets forgotten.
Reversing a payment marks its receipt void rather than deleting it. A receipt that went to a customer is a fact; the void is what says it no longer stands.
Your currency
Set on your finance settings, and it governs every document you send. It has nothing to do with what you pay for Event Managr, which is always in US dollars. See the currency reference for what is available.
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