This training is for current ArtifaxEvent users only
Recommended prior knowledge – user basics
Want to start tracking finances in ArtifaxEvent but not sure where to start? You know how to create an Arrangement and assign events to them, but now how do we invoice for those events? The Finance Basic session is the perfect introductory course into assigning prices, generating an invoice, and creating payments. Product Specialist Joe Trigg demystifies the finance process in this basic session.
What is covered in the training:
- Assigning prices to events and resource bookings
- Invoice schedules
- Ad hoc charges as deposits
- Drawer finance overview
- PO numbers and invoice entities
- Generating an Invoice
- Finance overview – PO numbers and finance contact assignment
- Entity financial overview
Outcomes – navigate and update financial information, adjust pricing for rooms and resources with confidence.
Who should attend – Anyone who works with finances at their venue. From putting quotes together for customers to generating invoices, this course will give you the confidence to use ArtifaxEvent from beginning to end, saving time by not double entering information, and using ArtifaxEvent Reports to create professional documents to send to customers with ease.
Course Format – 1 x 2 hour session.