Create an invoice from an accepted proposal
When to use this
Use this guide after the client accepts a proposal and your team is ready to issue the financial document that will drive payment collection.
What you need first
- an event with an accepted proposal
- the invoice issue date and due date
- a payment schedule on the event if you bill in milestones, such as a deposit
Step-by-step walkthrough
Open the event’s Finances view
Invoicing happens in the event workspace, under Finances. This view shows what has been agreed, what has been invoiced, and what is still to bill.
Create the invoice and pick what it covers
When you create an invoice, BloomBoard offers the paths that make sense for where the event stands:
- Deposit bills the first milestone of your payment schedule.
- Next milestone bills the next scheduled amount.
- Remaining balance bills whatever is left from the schedule.
- Everything, itemized puts every line from the accepted proposal on one invoice.
- Blank invoice starts from an empty draft so you can add items yourself.
If the scheduled amounts no longer match what is left to bill, BloomBoard shows you the difference and lets you choose how to settle it rather than silently over- or under-billing.
Set the issue date and due date
Choose the dates that match your commercial process. The due date drives overdue tracking later.
Review the draft invoice
Check client details, line items, taxes, totals, and payment terms before sending. Invoices are financial records, so this review matters more than a cosmetic pass.
Send the invoice
Send the invoice when the draft is correct. From this point it is the active billing record, and it can no longer be edited like a draft.
Record payments as they arrive
Record each payment against the invoice so the event balance and invoice status stay accurate over time.
What happens next
As payments are recorded, the invoice moves from Awaiting payment to Partially paid and then Paid. If the due date passes first, it shows as Overdue. Keep the invoice tied to the event so the commercial trail stays intact.
Review invoices carefully before sending. Draft invoices can be adjusted, but sent and paid billing documents should be treated as formal history. If a sent invoice is genuinely wrong, void it and issue a corrected one.