Use an event/job record for things that will be billed repeatedly, e.g. workshops. An event/job is linked to a single category.
Select Event/Jobs from the Accounts Receivable menu, and the Event Jobs window opens.
Click at the bottom of the window, and the Event Job window opens in a popup.
Complete the fields as described below.
EventJob ID: Required. Enter a short identifier for the event/job.
Description: Enter a longer description of the event/job.
Category: Required. Select from the pull-down list.
Print on invoice?: Check this box if you want the event/job description to be printed on the invoice.
Unit Cost: Required. The unit cost may be 0.00, but may not be blank. The default may be overridden when the bill schedule is created.
When finished, click Save.
Return to Accounts Receivable Overview
Return to AptaFund Overview