![]() Create a folder for each job and name it with the year, followed by the job number and a brief description of the job. If you do more than 9,999 jobs a year, you’re probably paying someone else to do your invoicing while you’re sipping Margaritas on the beach. I use a four digit number, starting with 0001. Obviously, we want to keep Client XYZ’s jobs organized, so we need to give each individual job a Job Number. All work for this client gets put in that folder. Create a folder on your hard drive and name it Client XYZ. ![]() For example, let’s say you have Joe’s Auto-Body Repair as a client. It doesn’t matter what it is, as long as they all are similar in character count. So jobs done in 2008 all fall under the Date Code of 08. As a way to keep client files neat & tidy, the first level of organization is by year. ![]() File Naming:Įach client job gets a date code. Here’s one way I’ve found very helpful in keeping my client’s digital files organized, and cross-referenced with the invoices I send out. But you’ll thank yourself later as your client list, and number of jobs grows beyond just a few. Walter E.Keeping your client’s digital files and invoice numbers is something no designer wants to deal with.Tampere Exhibition and Sports Centre - Finland.Suntec Singapore Convention & Exhibition Centre.Salt Palace Convention Center - Salt Lake City, UT.RAI Amsterdam Convention Center - Netherlands.Orange County Convention Center - Orlando, FL.Morial Convention Center - New Orleans, LA.Meadowlands Exposition Center - Secaucus, NJ. ![]() Mandalay Bay Convention Center - Las Vegas, NV.Kentucky International Convention Center.Kentucky Exposition Center - Louisville, KY.Indiana Convention Center - Indianapolis, IN.Huntington Convention Center - Cleveland, OH.González Convention Center - San Antonio, TX Hawaii Convention Center - Honolulu, HI.Exponor - Porto International Fair - Portugal.Edinburgh International Conference Centre - Scotland.Stephens Convention Center - Rosemont, IL Lawrence Convention Center - Pittsburgh, PA Colorado Convention Center - Denver, CO.Charlotte Convention Center - Charlotte, NC.Boston Convention & Exhibition Center - Boston, MA.Still have questions? Click on the chat icon - our support team will be glad to help you! The due date starts from the day the invoice is created and goes for the selected number of days, for example, 15 days from today. If you'd like to add a due date to invoices, go to “Price & money settings” and select the number of days for the due date. The invoice will display your company details and your exhibitor's details, along with the items they need to pay and the total amount. This email is sent when you click SEND in the Invoice section on the exhibitor’s details page. Learn more about sending emails using ExpoFP here. To customize the invoice email template, go to “Email templates” and change the default invoice email template. You can customize the message you want your exhibitors to see or add an auto-login link. You can add multiple invoices and have invoices with discounts by adding a “-” (minus) before the price. The button labeled PAY is a link you can share with exhibitors to pay the invoice. The invoices are sent from the email address. Once you are done adding the items, you can download the invoice as a PDF using the PDF button or send it to your exhibitor by email with the SEND button. You can set the prices any way you like or add other items and discounts: You can see invoices on the exhibitor's details page. When an exhibitor opens a floor plan, selects an available booth, and then buys or reserves it (see booth reservation/purchase process), this automatically creates an invoice for the exhibitor. It is not meant to replace a dedicated system like Quickbooks, but it does cover basic invoicing needs. It automatically generates invoices and allows exhibitors to pay online. The invoicing system in ExpoFP allows you to record what exhibitors have paid and what they still owe.
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