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Generating Invoices

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When events personnel have successfully created a trial check that reflects all appropriate charges for the selected order, the next step is to post the check and generate a final invoice to send to the customer. The following procedure describes how to post a check and create an invoice.

To post a check and generate an invoice

Navigate to the Events screen.
Select the event for which you want to post a check.
Click the Orders view tab to display the orders associated with the selected event.
Click the Order # hyperlink for the order for which you want to post a check.

An Orders list and Functions list appear.

In the Orders list, click Post Check to display an Event Invoice form and a Line Items (Guest) list.
Click one of the following view tabs, to indicate the invoice type you want to generate:
Line Items (Guest) view tab. Used to create an invoice to be sent to the event customer.
Line Items (Accounting) view tab. Used to create an invoice for use within your organization.
From the View menu, select Reports to display the Event Invoice dialog box.
In the Select a Report drop-down menu, select Invoice - Guest or Invoice - Accounting, depending on your choice in Step 6.
Click Run Now.

The invoice is displayed in a separate Siebel Reports Viewer window.

If you want to print the invoice, click the Print Setup button in the Siebel Report Viewer window to display a standard Windows print dialog, choose appropriate printer settings, then click OK.

The following procedure describes how to view information about all invoices for a multiple-invoice event.

To view invoice information for all events in a multiple-invoice event

Navigate to the Events screen.
Select the event for which you want to view invoice information.
Click the Event Invoices view tab.

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