2.8 Creating an Invoice

In this section...

Consumption Sheets perform several functions.

1. They provide information to the operations team about quantities and pricing of all consumables for a function.
2. They determine the cost of the function and are the catalyst for creating the invoice.

Create a Consumption Sheet...

To create the Consumption Sheet you should have clicked Create Consumption Sheet button.



When it is first opened it looks like this and will automatically include all information from the Function Sheet.

The Consumption Sheet will include menu item costs which may not be relevant if a Package price was charged. It will however allow you to charge for additional items not included in the package price.

Step 1.

Menu Consumption

Enter the quantities for each menu item to be charged for.

Enter any discount amounts



Click Calculate Costs.



Remember, If it is a package, do not enter quantities for menu items included in the package price.

Step 2.

Beverage Consumption

Enter the quantities for each beverage item to be charged for.

Enter any discount amounts



Click Calculate Costs.



Remember, If it is a package, do not enter quantities for menu items included in the package price.

Step 3.

Extra Items Consumption

Enter the quantities for each extra item to be charged for.

Enter any discount amounts



Click Calculate Costs.

Create the Invoice

Once the Consumption Sheet is accurate, the invoice will virtually create itself.

Step 1.

Create Invoice

Click Create Invoice button in the Action Bar.

Step 2.

Send Invoice

Send document to client via email, fax or mail using the appropriate button in the Action Bar.

You've done it!

Congratulations - you've created your first Invoice.

This means you have successfully created the following documents in YOURFunction.

Customer File
Quotation
Function Sheet/Event Order
Consumption Sheet
Invoice

Good Luck and thank you for taking the YOURFunction Quickstart Tutorial