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New Invoice is the page that creates an event-side invoice. Open it with Add New from Company Event Financials or an Event Financials Tab. The company-wide entry point starts without an event selected; the event-scoped entry point starts linked to that event.
New Invoice page with an optional Event picker, Owed status, Payee, Invoice Date, Due Date, Memo, attachment drop zone, and a Legal Expenses line item.

A company-wide New Invoice page. The optional Event picker is available only when the page was not opened from an event, while the form keeps invoice details, line items, and attachments together.

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Scope and Header Controls

The header provides Upload File(s), Cancel, and Create. Cancel leaves the unsaved page. The source list determines the scope shown below. Changing Type after line items have been added asks for confirmation because the type change discards those line-item edits. Attachments remain staged on the page until Create.

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Invoice Fields

The displayed Total is the net of the line items. Invoices explains how the Total, Paid, and Balance Due figures are derived after the record exists.

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Validation

After an attempted Create, the form identifies the visible blocking condition:
  • an Invoice Date is required;
  • at least one line item is required, and every line item needs a type;
  • line-item amounts cannot be negative;
  • a Paid invoice needs a Paid Date and at least one non-zero line item.
For a paid Loss/Recovery invoice linked to an event, the page can also show a reserve decision before it completes creation. The visible prompt protects the event’s reserve position; Reserves explains the financial relationship rather than the page flow.

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Created Record

Create assigns the invoice number, creates the selected Owed or Paid state, links the chosen event when there is one, and commits staged attachments. The new record is then visible in the launching invoice list. Open it there to use the Invoice Detail page.