Create Your Event Planner Invoice Template for Teams Effortlessly

Event planner invoice template for teams

would you like to send just one itemized invoice to your clients who have multiple events within your account this can be done by creating a multi event invoice template then generating and sending it through your clients profile hi everyone this is melissa from DJ event planner today i'm going to show you how to create and send one invoice for multiple events for one client saving you time and saving your client from receiving multiple emails this will be especially helpful if you have a client or organization that schedules weekly or monthly events and would like to have all the details on one page to begin log into your DJ event planner account then go to setup documents next click on add template for more information on how to create document templates in your account please see our video tutorial titled documents which can be found on our DJ event planner youtube channel because this document will not be sent through an event but rather through your clients profile you should avoid using any event related merge tags such as for financials or event details like event date start and end times etc and in order for this document to generate correctly you will need to use the merge tags for multi event invoices found in the merge tags or merge tag wizard buttons you will be able to use any of the merge tags for client and company fields let's start by giving your template a client visible name then start adding what information you would like on the document you next add any regular merge tags you would like such as for your client now you will add the merge tags for multi event invoices click on the merge tags our merge tag wizard button and find multi event invoices then insert any of the merge tags available that you would like to use by putting your cursor in the location in the document that you would like the merge take to appear and then clicking insert for this example I will be using each of the three invoice table samples so I can show you the difference when we generate the invoice when you create your template you can choose one or all of the tables as needed once you have added your merge takes and any text or information you would like on the document then go to the Settings tab in the template and add your display name and also at a category in your account if you'd like then save your documents next you will want to generate this invoice for the client this will be done through the clients profile and not through an event as usual go to main menu then clients find the client with multiple events then choose full view next go to the documents and files tab you will see a section called generate multi invent document in the drop down menu for that section look for your newly created multi event invoice template on the pop-up window choose which of the events you want to include on the invoice then click continue this will generate a preview of the invoice so you can make any changes or additions as needed changes made here will not affect the saved document template in this preview you will see the difference between the three multi invoice tables again you can choose one or all of the options for your template when you are happy with the invoice then click on save back in the documents and files tab you will see there is now a multiple event saved document for this client to send this invoice go to the email tab within the clients profile choose an email template in your system that you'd like to use then click on the select document button and choose your newly generated multi event invoice you can choose to preview and edit the document then send the email your client will receive the itemized listing of their events and details all on one invoice once you have the multi event document template made in your account give this a try by setting up a couple of events for a test client within your account when you have the template made precisely how you'd like it you'll be ready to set an invoice to any multiple event clients if you are seeing this video and have not yet signed up for a 30-day free trial please do so at DJ event planner dot-com