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If your role has permission to create or edit contracts and/or download invoices (as defined in Settings > Roles), you will see buttons for these permissions whenever you view an individual event.
To create or edit a contract or download an invoice, navigate to Events > Events > (Click Event) and then look for the applicable option under “Actions” on the right-hand side of your screen.
Editing Event Contracts
When you edit a contract, the initial input will be pre-populated with the default contract associated with the event type. This allows users to make ad-hoc changes to a contract that are specific to a single event:
How to Do It
Click “Edit Contract”.
Input your changes.
Downloading a Contract
You will have the option to edit a contract before downloading it.
Unlike the steps outlined under “Editing Event Contracts” above, edits made when downloading will not save – these edits are primarily for users to "fill in the blanks" before downloading a contract.In other words, if you need to specify a date, name, address, or other details, you can do so right before downloading the contract.
All contracts come with the invoice appended at the end, and the custom logo that your Administrator uploaded into the application (Admin panel > “Logo & Styling”) will be displayed in the top left of the generated PDF.
How to Do It
Click “Download contract”.
Add in any details you need for the downloaded version (understanding these changes will not save).
Click “Download Contract”.
Downloading an Invoice
If you wish to download an invoice directly – without the contract – you can do that as well. Simply:
Select “Download Invoice” under “Actions”.
Select the meeting date(s) you wish to download the invoice for (you can choose individual meetings or all meetings).
Select “Download Invoice”.