About costs
The Costs tab is where you can create an entry for individual costs that relate to an event. It becomes available to edit once an event is set to the status of "Contracted" and appears next to the Quotes Tab.
Here you can add costs such as venue hire, catering costs, security costs, entertainment hire, and transport. Each entry that is created can be calculated as a singular charge or a "Per head" charge. If the per head option is selected then the Costs tab calculates the total cost from the estimated number of guests.
On the initial overview page you can filter which costs that you view by type, status, whether they have been reconciled, or with the free text search box. There is also a bulk update feature which allows you to edit multiple costs with just a few clicks.
Within the Add cost template there is a number of customisations you can make to each cost such as discounts, commission payable or receivable, quantities or durations, as well as add preset packages via Resources.
At any time you can export the cost table as a PDF, as an Excel spreadsheet, or save the information to a quote.
All of the relevant cost information is ultimately pulled through to the various invoices that are available via the Invoices tab. Customisable information regarding each cost will then be displayed on the invoice page allowing you to easily recognise each cost.
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Here you can add costs such as venue hire, catering costs, security costs, entertainment hire, and transport. Each entry that is created can be calculated as a singular charge or a "Per head" charge. If the per head option is selected then the Costs tab calculates the total cost from the estimated number of guests.
On the initial overview page you can filter which costs that you view by type, status, whether they have been reconciled, or with the free text search box. There is also a bulk update feature which allows you to edit multiple costs with just a few clicks.
Within the Add cost template there is a number of customisations you can make to each cost such as discounts, commission payable or receivable, quantities or durations, as well as add preset packages via Resources.
At any time you can export the cost table as a PDF, as an Excel spreadsheet, or save the information to a quote.
All of the relevant cost information is ultimately pulled through to the various invoices that are available via the Invoices tab. Customisable information regarding each cost will then be displayed on the invoice page allowing you to easily recognise each cost.
Was this article helpful? Let us know by rating the article below!
Updated on: 07/09/2020
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