Releventful

Erin Pender

Releventful Help

Releventful Support

Learn how to invoice your clients and use all of the features of the Client & Vendor Portal.

Invoicing and The Client & Vendor Portal

Releventful offers completely customizable invoicing to match the way you run your business.

Overview: Quick-Close Invoicing

Send an invoice to your customer for your services.

Create An Invoice

Quick-Close Invoicing Settings

Send different versions of proposals and contracts from within a single event

Add Multiple Proposals, Contracts, & Invoices To An Event

Learn how to navigate to the invoice edit screen.

Accessing the Invoice Edit Screen

Editing a Line-Item Proposal or Invoice

Editing a Proposal Template within the Invoice Editor

Send a Proposal, Contract, & Invoice to Your Client

Learn how to customize the content included in your detail report that can be shared with the scheduled employees on an event.

Customizing the Invoice Detail Report

Learn how to apply discounts at the client level

Add a Default Discount to a Client

How to copy an invoice from the quick-close invoice home.

Copy an Invoice

Learn how to remove an invoice from an event.

Delete an Invoice

Invoicing FAQs

Removing Tax Percentage for an Applied Discount

Learn how to create Banquet Event Orders (BEOs) in Releventful and how to share them with your team and the client.

The Banquet Event Order (BEO)

Measure your client's invoice line items against a set overall minimum spend. Capture the difference if the minimum spend is not met.

Minimum Spend

Quick-Close Invoicing

Releventful’s Client & Vendor Portal provides a complete solution for your client & vendor interactions.

Releventful’s Client & Vendor Portal

The client & vendor portal is designed for the event industry to simplify event communication & solve common problems that occur in events.

Event Portal: Messages

Sample Welcome Email

Event Portal: Managing Event Contacts

Event Portal: Managing To-Dos

Event Portal: Editing the Event Timeline

Event Portal: Sharing Documents

Grant permission for your client to upload their own image to the portal.

Event Portal: Personalize the Portal

Section Titles and Incorporated Timeline for Event To-Dos

Tips and tricks if your client says they cannot access their event portal.

Troubleshooting Guide: Client Cannot Access the Portal

Naomi Sherman

Releventful's Client & Vendor Portal

Learn about Releventful's QuickBooks integration; what is sent through the integration and how data is managed.