Export event documents and packs
When to use this
Use this guide when you need the paperwork itself: the invoice list across all events, a PDF of a single document, or a bundle of everything an event produced.
The Documents page
Invoices in the navigation opens the Documents page: every invoice across your events in one searchable table. Search by number, client, or event. Each row’s actions match its status: drafts offer Finalize, sent invoices show Awaiting payment and offer the PDF, and so on. On a phone the table becomes cards.
Export packs
For a whole event’s paperwork, use Export pack. It is available from the proposal toolbar menu, the Production view, and the Finances view, each preselecting the preset you most likely want:
- Finances pack gathers the money paperwork: invoices and the financial summaries.
- Full event pack adds the operational documents: supplier order sheets, recipe sheets, and the week-of set (run sheet, team assignments, checklists, contacts and venue).
Step-by-step walkthrough
Pick what goes in
The drawer lists each document group with what it can actually produce. The summary line tells you exactly what the pack will contain, with counts, and warns you when something has no source data yet, such as supplier order sheets before any items are assigned.
Choose the format
Generate one combined PDF, or a ZIP with each document as its own file. ZIP packs include a plain-English readme listing what is inside and why anything was left out.
Generate and download
Generation runs through its stages with live progress per document. When it is ready, download and check the artifacts; anything skipped is named with its reason.
Re-download from Recent exports
Completed packs stay under Recent exports in the drawer, so you can re-download one later without generating it again.
Export packs pull from what the event already has. If the pack warns about missing invoices or unassigned suppliers, create those first and the next pack will include them.