Providing a deposit invoice

Progress your group sale and provide a deposit invoice to your customer, after receiving confirmation that they're happy with the quote.

1. Progress your group sale to Tentative on the Event details page.
2. In the sidebar, select Billing information > Billing breakdown.
3. Check that the billing information is correct and click Build invoice... > Deposit invoice.
4. Select either a Percentage or Fixed amount of the total bill to charge as a deposit.
5. Click Create invoice.
   You can download a PDF invoice for customer, or email the invoice URL for customers to make payments.
   Terms of Trade and Remittance Advice can be edited on the Document templates page.
6. Select Return > Return to booking/Return to event.
7. Once the deposit has been paid, select Billing information > Billing breakdown.
8. Enter the details of the payment and click Continue.