Create the document you need for the current client, with or without a related event.
Steps
Open Billing & Sales and select Add Invoice or Add Proposal. For an existing event, open its Invoices area and use Add New.
Choose the client and event where applicable. Check the brand before continuing.
Choose a line-item document or the available proposal-template option, then enter the document name.
Add the items, agreement and payment requests you need.
Review the client preview and recipients before publishing or sending.
Choose the event deliberately
Check the event association while creating the document. Do not create a standalone invoice if the work needs to be tracked on an existing event. If you already created it without the intended event, ask the team about the supported correction before recreating documents or moving financial records.