Tips on Creating an Event Planner Invoice

Tips on Creating an Event Planner Invoice

Event planning is a busy industry. With so many upcoming events to prepare and so little time to do it, there’s no time to waste doing other things that are not necessary. If you’re in the event planning business, you can relate to this. It’s hard to juggle through dates and record schedules while figuring out the ideal theme for every event you handle.

However, no matter how busy you are, you should never be too busy to bill your clients and send your invoice. You might not be doing it now, but an invoice is crucial for event planning businesses. It lets you keep track of your income, as well as your clients.

If you haven’t used an invoice, now is the time to change for the better. By using an invoice, your business operations will run smoother. You won’t have to worry about processing payments and getting them, all mixed up. In this article, we’re going to discuss the importance of creating an event planner invoice and how to create one.

What is An Event Planner Invoice?

While event planning is your passion and work, it won’t matter much if you won’t get paid. That’s why you should also make it a priority. Fortunately, creating an invoice nowadays doesn’t need much paperwork. All you need to do is download an event planner invoice template online, and you’re good to go.

An event planner invoice template will make billing clients quicker and more efficient. Keep in mind that you already have enough on your plate. So, easing your invoicing process will make things much better for you.

Using a free event planner invoice template, you can rest assures that you’re on top of your accounting. In addition, you also have your client information organized. These are just some of the perks that you can get from using an event planner invoice.

Using an event planner invoice will also offer a ton of advantages. Some of these benefits include the following:

  • Be up-to-date with overdue balances.
  • Get paid on time.
  • Organize your business and client account information.
  • Bill your clients quickly without any additional costs.
  • Send your invoices in PDF format with printer-friendly formatting.
  • Easier tax time.

These are just some of the benefits that you will get from using an event planner invoice template. You can unravel even more perks when you create an account now and start using our event planner invoice template.

Where to Use an Event Planner Invoice

Like a typical invoice, you will need an event planner invoice for all of your business transactions. Whether you plan to bill your clients before or after the event, you will need an invoice for that. Most clients even refuse to pay if they don’t get an official invoice from you. So, if you want to get paid fast and more often, you should start invoicing.

Invoicing Software for Event Planners

Don’t have time to bill your clients? Make your life easier by using online invoicing systems like ReliaBills. We give busy event planners like you some much-needed invoicing help with our ready-made invoice templates and simple invoicing software. We can help you generate professional invoices in a flash. Just choose and download your template, and you can start editing it according to your preference.

How to Create an Event Planner Invoice

Now that you know the importance of an event management invoice, it’s time to know how to create one. Get ready to make your entire invoicing process a lot smoother and effortless. Creating and sending your invoice is about to become a piece of cake. With that said, here’s our step-by-step guide to creating and using an event planner invoice template:

  1. Customize your free “Event Planner Invoice” from ReliaBills.
  2. Personalize your invoice; make it look and feel like you and your business.
  3. Add the appropriate color font and even your company logo.
  4. Add your name or business name, contact details, and the name or title of the event you’re billing your customer.
  5. Outline the services that you’ve rendered, along with short descriptions of each one.
  6. Add the corresponding price to these items on the right-hand side; include add-on fees or materials such as prop or equipment rental.
  7. Add your client’s full name, business (if applicable), and contact details.
  8. Put the total sum below the items that you’ve listed.
  9. Mention how you want to be paid; include your payment options.
  10. Share the refund policy if you happen to have one.
  11. Also include other policies like Privacy Policy in the “Notes” field.
  12. Save your work.

That’s it! You’re all done. Breathe a sigh of relief as you now know how to create an event planner invoice. You can even tailor each invoice to be as unique as its corresponding event.

Invoice Types of Event Planning Services

Every event is unique. There are different colors, different vendor requests, and various types of guests to consider. That’s why your invoice should also be as unique as the event itself.

You may be coordinating a large party, planning a corporate event, or setting up a bachelorette party. Whatever event it may be, you will need a corresponding invoice that fits the event style and needs. Your invoice can be used for the following services:

  • Catering
  • DJ & hosting services
  • Floral arrangements
  • Bakery services
  • Photography and videography services
  • and much more.

You will need an event planning invoice template that addresses all of your services and offers. That way, you can breathe easier knowing that you’ve included everything in the invoice that you’ve sent to your clients.

Don’t Forget to Automate Your Invoices!

Knowing how to create an event planner invoice is a great way to reinforce your invoicing efforts and make you look more professional. However, if you want to make sure you get paid on time, you need to take your invoicing to another level with innovation. If you accept payments from the same clients every month, you should consider switching to recurring billing. It’s the best billing model for businesses that have recurring customers or offering subscription services.

Automate Your Billing With Recurring Billing Software

Recurring billing is all about invoicing your customers at regular, constant intervals. The core concept of this billing strategy is as simple as it gets. However, if you want to make it more convenient, you should consider using a recurring billing software like ReliaBills to automate your entire billing strategy.

Recurring billing and automation are a match made in heaven in terms of invoicing and payment processing. Using recurring billing software can make the recurring billing process more fluid, convenient, and straightforward. The recurring billing software will automatically send invoices to customers on a regular schedule and facilitate automatic payments from your customers.

ReliaBills will even let you enroll your customers in AutoPay. Once they’re registered, you can start charging and collecting payment from them automatically without having to ask permission every billing cycle.

No More ‘Manual’ Invoice Processing and Payment Collection

Invoicing will be a cake since recurring billing software will automatically send recurring invoices to customers on a regular schedule. With ReliaBills, you can automate your invoice processing workflow. Manual tasks like printing duplicate recurring invoices for each customer or manually entering customer payment information won’t be necessary.

Save Customer Information in One Central Location

When you use recurring billing software like ReliaBills, your customer information is stored in one central location. This will allow you to easily send recurring invoices and receive payments from customers without the need to input their contact details every time you want to take action with them. At the same time, your customers will also enjoy the benefit of not having to keep entering their payment details. You can see a history of all the recurring invoices you’ve sent to each one of your customers.

Why is Recurring Billing Better Than Traditional Invoicing Methods?

ReliaBills reduces invoice processing time by 90%, saving precious hours for business owners and freeing up time that can be used elsewhere. There are no more printing invoices, manually entering recurring billing details, or saving customer info with recurring billing software.

Mistakes will also be reduced to a minimum, thanks to automated recurring billing software that can process payments on your behalf without any issues! Recurring billing is also great for boosting your income capabilities since you won’t have to wait for weeks before collecting payment from customers. ReliaBills recurring billing software will let you receive recurring payments instantly.

Recurring billing is the way of the future when it comes to business invoicing. By using a recurring billing software like ReliaBills, you can streamline your recurring process with minimal effort! Create a free account today and experience what ReliaBills and its recurring billing service offer if you want to get started.


In every service, there will always be a corresponding invoice that you’ll have to use. For event planning and management, there’s the event planner invoice. This type of invoice will help outline your event planning and management services and make sure your bill is quick and gets paid on time.

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