INVOICE
No. · NZD
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Page 1 of 1
Page 2 of 2
Terms & Conditions ·
WE EVENTSInvoice & Quotation Studio
Unsaved changes
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WE EVENTS Invoice & Quote Tool
Use Save client to keep or update a customer’s contact details. Every normal launch still starts a new Invoice with a fresh yearly number.
Click Save to add the document to Records. Save again after later changes. “Saved” means the latest changes are stored; “Unsaved changes” means you still need to save.
Downloading a PDF does not automatically mean it has been sent or paid. Update the status yourself when the client action happens.
Add items from the left panel or the Add line item button on the document. Edit text directly on the A4 page when in edit mode. Drag the dotted handle to reorder an item; the same action works on continuation pages.
The tool automatically fits as many items as safely possible on each A4 page. Payment details, totals and notes stay together. Long Terms & Conditions continue onto another A4 page instead of being cut.
Before sending, click PDF view and scroll through every A4 page. Click Edit invoice to return to editing.
Only documents saved with Save or Save to Drive appear in Records. Search by client, contact, document number, event or venue, then narrow results by type, status or year.
If Drive saving fails, the document is still kept in local Records. Select the Drive folder again and retry; do not create a new number.
If the browser closes while a document has unsaved changes, the next launch asks whether to restore it. Choose restore to continue, or decline to start a clean Invoice. This temporary draft does not appear in Records until you click Save.
Use More → Download backup regularly. To move or recover the records later, use More → Restore backup and select the downloaded JSON file.
New, Copy, type conversion and a new yearly sequence all create a fresh number. Saved numbers are not reused.
Clear the search and filters, then check that the document was saved. Records belong to the current Chrome profile.
That is intentional: the tool adds A4 pages so item rows, totals and Terms remain readable.