How to Generate a Billing Worksheet

The Billing Worksheet is a preview of all invoices that are about to be created. It can be used to review all of the charges for the selected events.

Generating the Billing Worksheet

  1. Navigate to Invoicing > Create Invoices.
  2. Select the Invoicing Department and the date range of bookings to be included in the report and press Search.
  3. From the grid displaying the invoices to be created, select one or more of the events using the checkbox on the grid's left side.
  4. From the menu at the top of the grid, select Billing Worksheet, and the system will display the Billing Worksheet.  You can print the report or create a pdf from this screen.