25Live allows you to invoice selected event occurrences in custom pricing sets. For example, you may want to create custom sets for:
You can create additional, separate invoices for every pricing set you make.
Image: The Pricing view is available from Event Details.
Tap or click on the event's name from any view to go to the Event Details, then choose the Pricing view.
If you created a new event, you could also choose to go to the Event Details immediately after saving the event.
Tip: Related Events Pricing
You can also include related events and their occurrences in a pricing set.
Image: The Create Pricing Set button is available next to the dropdown menu.
Use the Create Pricing Set button next to the "Select Pricing Set" dropdown menu.
Image: Options when creating a new pricing set include the ability to filter occurrences.
All occurrences for the event will appear in a list. Use the Include? column checkboxes to select which occurrences to include in the pricing set.
You can type in the Filter search box to narrow down which occurrences appear in the list. Filtering is available for any data shown in the columns:
For example, you could use the filter to only show occurrences that use a specific location you wish to invoice. Or, you could filter to select only occurrences within a particular month.
Below the list of occurrences, complete the Name field.
You can choose to check the Include Event Type checkbox. 25Live will also include the event's Requirements in the pricing set data.
Image: Each line item has an Edit button to make adjustments that apply to this pricing set.
Make pricing adjustments for this pricing set, if needed. Adjustments made here will not affect the Standard Event Pricing. Look below the itemized list to view the adjusted total.
Once you save your new custom pricing set, any additional Standard Event Pricing adjustments will not apply to this set.
Scroll back up to the Name and Event Type heading and use the Create Pricing Set button to save your new set.
You can print your page or send the set to 25Live Accounting for invoicing. Soon, the functionality to send pricing set data to reports will be available.
Note: Custom Pricing Sets Are Not For Draft Events
Custom pricing sets cannot be used on events with a Draft status.
Image: Use the dropdown menu to select an existing pricing set.
Use the Select Pricing Set dropdown menu to choose an existing pricing set.
Use the Delete Pricing Set button if you need to remove an existing set.
Using the instructions above, create and/or select a custom pricing set.
Image: You can select a custom pricing set to print an invoice for selected items.
Use the Print Invoice button with your pricing set selected to create a custom invoice.