Managing Bills in EventDesk

Creating a Bill
Follow these steps to create a new bill for an event.

 

Step 1: Open the Event

1. Go to Events.
2. Select the event.
3. Click the Bills tab.
4. Click Add Bill.

The Create New Bill window will open.

 

Step 2: Enter Bill Details
🔹 Bill Number *
Enter a unique bill number.
Example: BILL-001

🔹 Vendor *
Select the vendor from the dropdown list.
Vendors must be added in the Vendors section before creating a bill.

🔹 Service Category *
Select the service category associated with the vendor.

🔹 Event *
The related event will be selected automatically.

🔹 Bill Date *
Select the bill issue date.

🔹 Due Date *
Select the payment due date.

🔹 Amount *
Enter the total bill amount.

🔹 Attachment (Optional)
You can upload supporting documents such as:

Invoice copy
PDF
PNG / JPEG
(Max file size: 4.5MB)

 

Step 3: Create Bill
Click Create Bill.
The bill will now appear in the Bills list.

 

Bill Status
Bills are categorized as:

• Unpaid
• Partially Paid
• Paid

You can filter bills using the status options at the top.

 

Viewing a Bill

1. Go to Events > Bills.
2. Click the bill to view details.

You can review:

• Vendor details
• Bill amount
• Due date
• Payment status
• Attached files

 

Tracking Vendor Expenses
Using the Bills section, you can:

• Monitor outstanding payments
• Avoid late vendor payments
• Keep event expenses organized
• Track overall profitability