Invoicing and The Client & Vendor Portal
Learn how to invoice your clients and use all of the features of the Client & Vendor Portal.
By Sara and 3 others4 authors33 articles
- Overview: Quick-Close Invoicing
- Create An Invoice
- Quick-Close Invoicing Settings
- Add Multiple Proposals, Contracts, & Invoices To An Event
- 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
- Customizing the Invoice Detail Report
- Add a Default Discount to a Client
- Copy an Invoice
- Delete an Invoice
- Invoicing FAQs
- Removing Tax Percentage for an Applied Discount
- The Banquet Event Order (BEO)
- Minimum Spend
- Releventful’s Client & Vendor Portal
- 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
- Event Portal: Personalize the Portal
- Section Titles and Incorporated Timeline for Event To-Dos