Skip to main content

Download an invoice detail report

Download the event detail report when staff need the service, inventory and planning information for an event.

Written by Releventful Support

Download the event detail report when staff need the service, inventory and planning information for an event.

Steps

  1. Open the invoice and use Download > Download Detail Report.

  2. Alternatively, select the event on the business calendar and use View Event Detail Report when offered.

  3. From an event's invoice list, use the detail-report download control on the relevant invoice.

  4. Open the downloaded file and check its content before sharing it.

Choose what is included

Use Settings > Invoice Settings > Invoice Detail Report to choose whether client contact information and the event To-Do printout are included. The detail report is different from the client invoice; do not send it assuming private details are always hidden.

Related guidance

Did this answer your question?