Creating a single invoice from an Event Folder
Hello, everyone. I'm wondering if there is a way to create a single invoice from all of the Quotes in an Event Folder? We're finding the Event Folder to be the easiest way to organize our warehouse staff, but Accounting and the clients want a single invoice for the job. Is this possible?
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Official comment
Hey everyone,
We have a customer request in our records for this functionality that our Product team is considering.
In the meantime, most of our customers that use Event Folders will create a Child Element of an Invoice for the EV and use Misc lines that say something like "Refer to Quote XX-XXXX for details" for the customer to refer to an itemized list.
Nick Nazario - Customer Success Manager
Comment actions -
Hey Darren Sussman
There's not an easy way to do this in Flex at this time. You could do copying and pasting, but that's obviously not ideal. An alternative solution is to do a custom report (PDF) that presents information from the Quotes or Invoices within an Event Folder and presents it as if it is a single invoice. I've done this for clients in the past. Let me know if you would like to pursue the reporting strategy, and we can come up with something specific to your needs.
Aaron Horn
Flex Consultant (endorsed by Flex)
aaronjhorn@gmail.com -
Aristides Lopez, send a support ticket to support@flexrentalsolutions.com. That is the best way to get help with technical issues and errors.
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I have posted about this a few times over the last few years. Never heard anything back from Flex, just people trying to sell custom reports.
I'll add my bump here since this is a major feature i'm surprised that is not been added yet that most other softwares offer. We need to do a lot of extra work to bill our larger show, especially government bids that have tons of requirements for how billing is done.
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Replying to Nick, that is pretty-much what I do now, but it would be awesome if there was a simple feature addition to make this happen automatically and link back to the associated quotes.
Also, though this can be resolved with workflow edits, these currently leaves the quotes kinda at a dead end with both payment status' and workflow status since the natural next step is to run the invoice workflow. We would also need to manually add payments to both elements.
What i'm getting at really is that the workaround should just become an automated feature, with everything from payments to status' sync up. We are in the midst of planning a shakeup of our workflows and the name of the game us is to have our account reps be able to follow an easy standard path and not need to do any custom work for most jobs.
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