Sponsorship Invoicing

Modified on 15/12/2014 02:50 PM by Suzanne Coy Categorized as Accounts and Orders, Documents, Templates and Mailmerges, Sponsorship

==Overview==
As of writing this article, ShowBiz does not inherently support Sponsorship invoicing.  This however, can be gotten around as described in this article.{BR}
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==One-off Set-up==
Utilities (menu){BR}
Stock (menu){BR}
Stock Items (menu){BR}
Change the drop-down list to "General"{BR}
Add (button) to add a new Item{BR}
Specify the Stock Item Description (e.g. "Sponsorship of Equestrian Classes"){BR}
Specify the Nominal Code and VAT code{BR}
Set the Price to £0.00 (unless you'd prefer a different default price){BR}
Save (button){BR}
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==Steps to create a Sponsorship Invoice Transaction==
Find the Contact and open their Contact record{BR}
Go to the Sales tab{BR}
Select the "General" section in the left hand pane{BR}
Add Order/Credit (Button){BR}
Step through the screens to create an "Order" for "General" items{BR}
With the new Order still selected on the left, click the "Add" button on the right to add an Order Item{BR}
Select the appropriate Sponsorship Item (e.g. "Sponsorship of Equestrian Classes"){BR}
  (Tip: Press the first letter of the item to be selected in any drop-down list to quickly go to the first item beginning with that letter){BR}
Set the Unit Price to the Sponsorship amount{BR}
Click Save (button){BR}
On the main Contact Screen, with the order still selected on the left, click the "Set Order to Complete Status (Post Invoice)" button{BR}
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Switch to the Accounts Tab{BR}
Select (if not already) the "General" module in the second drop-down list at the top{BR}
Note the new Sponsorship Invoice, ready to be receipted as per other items in ShowBiz{BR}
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==Steps to create one or more Sponsorship Invoice (or Receipt) Documents==
Find the Contact(s) to create documents for{BR}
Select the "Judges/Sponsors/Stewards tab" and tick the "Sponsors" tick box{BR}
Apply any other filters as desired (e.g. those with an outstanding balance, using filters on the "Accounts" tab){BR}
Click the "Search" button{BR}
Right-click and Select All items, or manually tick only the items required{BR}
Click the "Mail Merge Ticked Items" button and follow the standard Mail merge procedure, at [^Mail-Merge-Document-Locations|Mail Merge]{BR}

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Sponsorship Invoicing