Invoice
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      1. ParagonERP
      2. Transactions
      3. Invoice

      Inheriting invoice information from an event

      Introduction

      Did you ever want to invoice a customer for products and services at the same time? Well, that's possible in Paragon, and we'll walk you through the process. All you need to do is create an event with labor and products/materials, and add that event onto your invoice.

      Create an event

      Refer to this article to learn how to create an event.

      In order to inherit invoice information from an event, your event must have line items. These can be added to a manually created event, or by creating the event from a transaction. The article called creating an event shows you how to create all of these types of events.
       

      Create your invoice

      Once you're done creating your event, make your way over to the invoice module. Select the invoice module from the right hand menu.

      From the invoice list view, hit the green create new button. You can now choose the customer you are invoicing. The customer you invoice must match the customer you've created an event for.

       
       

      Add your event

      Click the blue add new line button to add the event, just as if you're adding items to your invoice.


      Choose the event tab. Select the event you'd like to invoice.

      Upon saving the invoice, you'll be notified of the reduction of the items you've added to your invoice.

      Once you're done saving, you can now issue your invoice by clicking the green action button at the bottom right hand corner.

      Once you have issued your invoice, use the action button again to see the options that are available to you.

       

      What's next?

      Here are some other articles related to the event module, which may be of assistance to you.

      Creating an event