Adding Billing Information to an Event Opportunity

In the Opportunity Billing Information view, the sales representative can enter information about an account that is different from the primary account that is used for event billing purposes. This view is also used to enter related information such as the deposit fee for a particular property, cancellation fee, tax exemptions, and so on.

This task is a step in Process of Capturing Hospitality Opportunities.

To add billing information to an event opportunity

1. Navigate to the Opportunities screen, then the List view.

2. In the Opportunities list, query for and select the opportunity record.

3. In the Opportunity record, click the link in the Opportunity Name field.

4. Click the Billing Information view tab, and complete the fields in the form.

   The following table describes some of the fields.

   Field	Comments
   Account	The account associated with the billing. For more information, see About Bill-to Information in Event Planning.
   Contact	The primary person associated with the account.
   Cancel Fee Amount	The amount applied if there is a cancellation. Enter a value in this field or the Cancel Fee % field.
   Cancel Fee %	The percentage amount that is applied if a cancellation occurs. Enter a value in this field or in the Cancel Fee Amount field.
   Deposit Amount	Sum of money used to secure the event. Click the single select button to complete the Amount Received, Deposit Due, and Deposit Date.
   Amount Received	The amount of the deposit received.
   Deposit Due	The date on which the deposit is due.
   Deposit Date	The date on which the deposit is received. This value is automatically populated when the Deposit received flag is set.
   Deposit Received	A check box flag that when selected indicates the deposit has been received.
   Tax Exempt	If the check box is selected, it indicates tax exempt status for the account selected in the Account field.
   Tax Exempt Approved	If selected, it indicates the tax exempt status is approved for the event.
   County Tax Exempt #	County Tax Exempt number.
   City Tax Exempt #	The City Tax Exempt number.
   State Tax Exempt #	State Tax Exempt number.
   County Applicable	The county for which taxes are exempt.
   City Applicable	The applicable city for taxation.
   State Applicable	Indicates the applicable state for taxation.