Create the invoice from the event and review client, brand, line items, taxes, service charges, and due amount before sending.
Why this matters
The event invoice brings together what the client owes, what was requested, and what was received. Review the balance and provider result before changing a schedule, recording a payment, or promising a refund.
Before you start
Open the correct event and invoice. Confirm the existing balance and any recorded payments.
In Releventful
Use Search Events to find the event and open its side panel. Under Quick Actions, click New Proposal / Invoice to open the invoice editor.
Click Add Line Item or Add Package, enter quantity, price and tax choice, then click Save Row or Save Item for each line.
Click Save on the invoice and Preview to check brand, total, due amount and recipient.
Click Send to Client, confirm the recipient and click Send in the dialog; reopen the invoice to verify it was sent.
A useful decision
Check the client, brand, item prices, tax, service charge, and any existing payment before sending an invoice revision. A saved total is not proof the client has seen it.
Check the result
Review the updated invoice, payment schedule, and client balance. Confirm live payment or refund results with the provider.
Important to know
Editing an invoice record is different from collecting or returning money. Confirm online payment or refund results with the configured provider.