Overview

Learn to create an event document within Banquets, such as an invoice, BEO, or contact to provide to clients.

Required Permissions

• Admin Access

• Level 1

• Level 2

• Level 3

Accessing the Tool

1. Click on Events in Reserve.

Image: Accessing Events

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Generating the Event Document

1. Double click on the event you are needing to make a BEO, Contract or Invoice for.

Image: Double Click on Event

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2. Scroll down until you see Generate Event Document.

Image: Locate Generate Event Document Option

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3. Click the box next to the document you want to generate.

Image: Select Document to Generate

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4. Then, click Generate Document at the top or bottom of the box

Image: Select Generate Document

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5. This will cause the document to be created and downloaded on your computer. You should be able to find this at the bottom of your browser screen or in your downloads folder.

Best Practices

FAQs