We have found it difficult to send out system generated invoices to event and/or banquet clients, as the charges and descriptions are not organized in an easy to read manner. Therefore, we have been manually recreating invoices in Excel that give the client a cleaner and more organized list of charges.
Attached is an example from an event. We have included the system generated invoices from SNT and our own customized invoices reflecting the exact same charges so you can visually see how we would like the invoice to look. We would this to be something your developers could look into updating for us and could you provide an estimated time frame and cost?
Our specific needs are outlined below:
We want to change descriptions after they have been posted in SNT, but we can't manually change the order in which they appear on the invoice. For example, items appear by date in the order they are posted. We would like the capability to group them by description or charge code or in any order we chose. Is that possible?
The total charges on a SNT generated invoice are listed on the last page, bottom right corner of the invoice. We only need Total Charge, Total Credits and Balance listed. We do not need the tax break out. Can that be removed?:
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