ML Schedules™ Software users assigned the permission to Send Invoices can send an invoice after the event has occurred.


There are two methods to send an invoice after an event:

1. Using the Bulk Invoicing Page

2. From the Request Details Page


Send an Invoice from the Bulk Invoicing Page

1. Select Invoices > Bulk Invoicing. This page will show all events within the previous month that have not yet been invoiced.

2. Use the search box if you would like to narrow down the results or only invoice one specific group. Select the checkboxes next to the events that you would like to invoice. 

3. Select the Create & Send Invoice(s) button to email each group one invoice for all of their events for that time period. Select the Create Draft Invoice(s) button to create draft invoices that are able to be reviewed before being sent.

4. If a draft invoice is created, you will be taken directly to the Draft Invoices page which will show you each draft invoice that has been created. 

5. Select the View icon () next to the invoice that you would like to review and send. 


6. Make any necessary adjustments to the invoice and then select the Email button. Once this button is selected, an invoice will be sent to the group.


Send an Invoice directly from the Request Details page

1. Select Requests > View All Requests from the left side menu and then search on the Request that you would like to invoice.


2. Select the View Details icon (View)  to the right of the name of the event to be invoiced.


3. Review the Cost Breakdown section to ensure that the fees are correct. If you need to adjust the fees, select the Edit Event button and adjust the fees. You can also add any Additional Charges as needed.



3. Select the Send Invoice button to send the invoice directly to the requestor. Select the Create Draft Invoice button to create an invoice draft that you are able to review before sending to the requestor.



If you are invoicing for a Recurring Event, you will be able to send an invoice for the event charges by doing the following:


1. Select the orange View All Occurrences button.

2. Check off the events you would like to invoice.


3. Select the Send Invoice button to send the invoice directly to the requestor. Select the Create Draft Invoice button to create an invoice draft that you are able to review before sending to the requestor.


Watch this short video to learn how to Send An Invoice After An Event Has Occurred


Send An Invoice After An Event from MasterLibrary.Com, LLC on Vimeo.