Generating an Invoice

Security Note

What you can see and do in this application depends on the security permissions associated with your 25Live user account. If you can't access something you think you should be able to, contact your 25Live Administrator.

To Generate an Invoice From 25Live Pro

Note: An Invoice Must Be Defined for the Event Type

To generate an invoice, there must be an invoice defined in the Reports section of the Event Types List for that event type. 

1. Go to the Event's Details View

Find the event in 25Live and view its details.

2. Go to the Pricing View

Printing InvoiceImage: Use the Pricing link to go to the Pricing view. 

Use the Pricing link to go to the Pricing view.

3. Print Invoice From the Summary Section

Scroll down to the Summary section to find the Print Invoice button. Use the button to download a PDF invoice report for the whole event using standard pricing.

This button uses the default invoice report associated with the event's type. If no default invoice report has been configured, you must select a report from the More Actions menu (see below).

Generate custom invoiceImage: You can select a custom pricing set to print an invoice for selected items.

If you want to generate a custom invoice for only selected items, you can use the Create Pricing Set button for a custom set, select that set, then use the Print Invoice button with your pricing set selected to create a custom invoice. 

Tip: Generating Invoice From More Actions

Print report menuImage: Use the Print Invoice link in More Actions menu for an alternative way to print an invoice.

You can also use the Print Invoice option in the More Actions display to choose to output an Invoice in different formats (if an invoice has been defined for that event's event type). Using this method will only output an invoice for the whole event using standard pricing, not any custom pricing sets. If no Invoice report is available in the options, none has been associated with the event type in the 25Live Event Types List.

To Generate an Invoice From the 25Live Accounting Tool

For information on generating an invoice for a specific client organization using the 25Live Accounting tool,  see articles on 25Live Accounting.