Skip to content
English
More support
  • There are no suggestions because the search field is empty.

Importing an Invoice Template into a New Invoice

You can save time by creating Invoice Templates that you can use over and over again by importing them into new Invoices.

To Import an Invoice Template into a New Invoice:

  1. Use one of these three ways to access the Invoices tool:
    • Click on the "Invoices" tool button on the Event Dashboard.
    • Use the Switch Event tool to select the appropriate Event and the "Invoices" tool.
    • Click on "Invoices" in the main navigation bar.
  2. Click on the "Import/Export" button and select the "Import Template as New Invoice" option.
  3. From the dropdown menu, select the Invoice Template that you wish to import as a new Invoice.
  4. After clicking "Save", the selected Template has been saved as a new Invoice. It will include all details from the Template (including the name), which you can now edit and modify.

For more on Invoice Templates, see Creating/Using Invoice Templates.

NOTE FOR VENUE SOFTWARE CUSTOMERS: If you are using our Food-&-Beverage management tools, you can:

  • Attach a Food-&-Beverage package template to an Invoice Template, which you can then import into an Event via the instructions above.
  • Import a Food-&-Beverage package template into your Invoice once you have imported an Invoice Template into a new Invoice via the instructions above.