25Live allows you to invoice selected event occurrences in custom pricing sets. For example, you may want to create custom sets for:
- Billing for only one month in a long series of event occurrences
- Invoicing only those occurrences that use specific locations or resources
- Making price adjustments for only some occurrences within related events
You can create additional, separate invoices for every pricing set you make.
Warning: Be Careful Deleting Pricing Sets
We don't recommend deleting pricing sets unless you're absolutely sure they are not being used anywhere. Deleting a pricing set that has been used can result in an "orphaned" invoice that is difficult to revisit or work with.
To Create a Custom Pricing Set
1. Go to the Event Details Pricing View
If you created a new event, you could also choose to go to the Event Details immediately after saving the event.
Tip: Related Events Pricing
You can also include related events and their occurrences in a pricing set.
2. Use the Create Pricing Set Button
Use the Create Pricing Set button next to the "Select Pricing Set" dropdown menu.
3. Enter a Name
Below the list of occurrences, complete the Name field.
You can choose to check the Include Event Type checkbox. 25Live will also include the event's Requirements in the pricing set data.
4. Choose Occurrences
All occurrences for the event will appear in a list. Use the checkboxes to select which occurrences to include in the pricing set.
Select the down arrow button under Date Range Applied to filter the occurrences that appear in the list by date range.
5. Choose Requirements
You can type in the Filter search box to narrow down which requirements appear in the list
6. Save Your New Set
Use the Create Pricing Set button to save your new set.
To Apply an Existing Pricing Set
Note: Custom Pricing Sets Are Not For Draft Events
Custom pricing sets cannot be used on events with a Draft status.
1. Go to the Event's Details Pricing View
Tap or click on the event's name from any view to go to the Event Details, then choose the Pricing view.
2. Select a Set
Use the Select Pricing Set dropdown menu to choose an existing pricing set.
3. Take Actions or Delete the Set
You can print your page or send the set to 25Live Accounting for invoicing. Soon, the functionality to send pricing set data to reports will be available.
Use the Delete Pricing Set button if you need to remove an existing set.
To Print Invoice From Custom Pricing Set
1. Create or Select the Pricing Set
Using the instructions above, create and/or select a custom pricing set.
2. Use the Print Invoice Button With Custom Set Selected
Use the Print Invoice button with your pricing set selected to create a custom invoice.