How to Create an Invoice

How to Create an Invoice in Expo Genie

1. Open the Orders list in Shop 0:02

• Navigate to Shop.

• Click Orders.

• Use the list view to see all existing orders.

2. Start a new invoice from an order 0:32

• Select Invoice.

• Click Continue.

• This opens the invoice flow in the same view the exhibitor would use.

3. Build the invoice like the exhibitor would 0:40

• Add items to the cart as needed.

• Choose from available packages.

• Select booths.

• Add any add-ons.

• Enter any applicable discount codes.

4. Add notes and internal details 0:49

• Enter notes that will appear on the invoice for the exhibitor.

• Add hidden notes for internal reporting and reference.

5. Adjust pricing and billing information 1:03

• Modify the price directly from the list price if needed.

• Fill in any missing billing information for the exhibitor.

• Review the invoice details before finalizing.

6. Place the order and optionally send the invoice email 1:17

• Click to place the order.

• Optionally send the email that includes the invoice.

• Use this to deliver the invoice to the exhibitor immediately.

Link to Loom

https://loom.com/share/fb968d97abff4d32ba4e3a67f5816b7b