Generating the event pro forma invoice report

  1. Select Administration > Event > Event Pro-Forma Invoice. The Event Pro-Forma Report screen is displayed.
  2. Specify this information in the Report Parameters section:
    Property
    The code of the property for which the invoice is generated. The application defaults this value to the session property.
    Event Reservation
    The name of the event reservation for which the report is printed.
    Event Master
    The name of the event master for which the report is printed.
  3. Set these parameters in the Report Options section:
    Show Summary
    Select this check box to print one line for each Transaction Code along with total amounts.
    Include Property Bank Data
    Select this check box to include the bank data of the property such as name of the back account, bank details in the report.
    Include AR Remittance Address
    Select this check box to include the AR remittance address in the report.
  4. Click Print.
    Note: 
    • If this report is printed from Even Master screen, the consolidated records of event master is printed followed by the Event Pro-Forma Detail or Summary Report for each Event Reservation associated with Event Master.
    • By default, the records are grouped by the Transaction and sorted by the Transaction Code.
    • You can print the Pro Forma invoice for Portugal (BJPTEP), using the print option available on the Event Master or Reservation screen. You can print the invoice only if the FISCAL property parameter value is set to PT. The invoice includes the QR code, ATCUD, electronic signature, and sequential number. Also, the section includes expected revenue and taxes.