Invoice Exhibitors

There are several different ways to invoice exhibitors depending on if you use payment plans or not. Momentus recommends using payment plans so you can invoice exhibitors and leave the booth order open. You do not want to close the booth order until after the show because you cannot make changes to a booth order after it is closed. This means you cannot make changes such as moving an exhibitor to another booth or resizing a booth.

When you use standard invoicing, you have to close the order to invoice it. By using payment plans, you can leave the order open while still invoicing exhibitors throughout the show cycle. Another benefit is you can invoice percentages of an exhibitor's balance due. For example, you may require a 50% deposit and then invoice the remaining 50% 60 days prior to the show start.

Invoice in the Exhibitor Portal

You can configure the Exhibitor Portal to invoice the first payment plan step by requiring a deposit payment when an exhibitor orders the booth space. The Exhibitor Portal auto-invoices the first payment plan step when adding new orders and the exhibitors pay by credit card. This process creates the order, applies the payment plan, invoices the first payment plan step and applies the payment to that invoice. Momentus recommends using this process.

Invoice Multiple Exhibitor Payment Plans

This is one of the most common methods for invoicing exhibitors. You can invoice multiple exhibitors at one time from the Payment Plan Invoicing screen from the Main Menu. This is useful when you need to invoice the second, third or final steps. You can filter the Payment Plan Invoicing screen to show only non-invoiced steps (set the Invoiced filter to No) and then sort by the Payment Plan Description.

Invoice Payment Plans Individually

Sometimes you need to invoice an exhibitor outside of the normal invoicing process. To invoice an exhibitor individually: 

1. Click the Exhibitors link from the Main Menu. The Exhibitors page opens.
2. Select the exhibitor to invoice.
3. Right-click and select Edit. The Edit Exhibitor window opens. 
4. Select the Service Orders tab.
5. Select the order to invoice.
6. Right-click and select View -> Payment Plans. The Edit Customer Payment Plan window opens.
7. Select the Payment plan Steps tab. 
8. Right-click on the step to invoice and select Tools -> Invoice. The Issue Invoices window opens.
9. Select the information for invoicing.
10. Click OK.