Managing Your Invoices

  • 1
  • 2
  • 3
  • 4
  • 5
Give the gift of proof by making an invoice. Invitees can print them after registering or receive them in an email and you can run the numbers any time with an invoice report. Best of all, knowing their company is footing the bill will make attendees more easy-going when they walk through the door.
 

Formatting Your Invoices

1 Access the Invoice Format Settings page. Begin by clicking Admin in the top right. Hover over Events and, under Agenda Items & Fees, click Invoicing.

2 Establish the format settings. Click Edit.

Determine if the prefix will be the same for all of your invoices or if it will differ per event. These are a string of up to six characters that can appear at the beginning of the invoice.


 
NOTE: You'll add event-specific prefixes in Events > Event Details > Event Configuration.

The anchor value is the section of your invoice number that will never reset, preventing duplicates. Your options include:
 
  • Order Date reflects the order purchase date. Choose how the date should display, then determine whether the registrant and order number segments will reset to 0001 each month or every year.
 
User-added image
 
  • Event Number will change for each event with the first one starting at 0001. Each newly created event will increase the anchor value by 1. The registrant and order number will appear after the anchor and will be refreshed for each event, preventing the invoices from getting too long.
     
User-added image
 
The four-digit number that appears after the anchor value is the registrant number. This can be removed, decreasing the invoice number to 9 characters. Simply switch "Include a registration number" to No.
 
User-added image

Click Save.


Using Invoices in Your Events

1 Access the Event Configuration page. Under Solutions at the top of the page, select Events. Select your event. Hover over Event Details and, under General, click Event Configuration.

2 Enable invoices. Click Edit and scroll to the Pricing section. Check Invoicing. If you chose to set up the prefix for each event, a text box will appear. Enter your prefix.

 
User-added image
 
NOTE: Plan to create printable invoices? Don't forget to check Badges and Certificates under Onsite.

Click Save.

3 Create the printable invoice, if necessary.
An invoice template will be available in Website & Registration > Onsite > Badges & Certificates, that you can customize to fit your branding.

However, if you want to create your own, hover over Website & Registration and, under Onsite, click Badges & Certificates.

Click Create New. Give your invoice a name you recognize, then in the Display Name field, provide a name that your registrants will know. From the Type dropdown, select Invoice.


Click the Stock ellipses (...) and select Letter Portrait, 8.5" x 11".

Continue creating your invoice.

 
User-added image
 
Once you're done, click Finish.

4 Add invoice data tags to an email, if necessary. Hover over Promotion & Communication and, under Email, click Event Emails.

If applicable, select an invitation list from the dropdown. Create a custom Flex or Classic email
or click the name of an existing email you want to edit.

The Details section opens by default. Click the neighboring tab, Content, for a Classic event, or Design Email for a Flex event. Use one of the data tags below.
 
User-added image

Don't forget to Save your work.

5 View your invoicing data. Hover over Reporting and, under Reports, click Reports (New).

Scroll down to Financial Reports section, and click Order Details. Hover over Data in the top right, then click Change Report Data. Click the neighboring tab, Fields. Scroll down to the Order Information 
section, then click Invoice Number. Then click Run.

 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Give the gift of proof by making an invoice. Invitees can print them after registering or receive them in an email and you can run the numbers any time with an invoice report. Best of all, knowing their company is footing the bill will make attendees more easy-going when they walk through the door.
 

Formatting Your Invoices

1 Access the Invoice Format Settings page. Begin by clicking Admin in the top right. Hover over Events and, under Agenda Items & Fees, click Invoicing.

2 Establish the format settings. Click Edit.

Determine if the prefix will be the same for all of your invoices or if it will differ per event. These are a string of up to six characters that can appear at the beginning of the invoice.


 
NOTE: You'll add event-specific prefixes in Events > Event Details > Event Configuration.

The anchor value is the section of your invoice number that will never reset, preventing duplicates. Your options include:
 
  • Order Date reflects the order purchase date. Choose how the date should display, then determine whether the registrant and order number segments will reset to 0001 each month or every year.
 
User-added image
 
  • Event Number will change for each event with the first one starting at 0001. Each newly created event will increase the anchor value by 1. The registrant and order number will appear after the anchor and will be refreshed for each event, preventing the invoices from getting too long.
     
User-added image
 
The four-digit number that appears after the anchor value is the registrant number. This can be removed, decreasing the invoice number to 9 characters. Simply switch "Include a registration number" to No.
 
User-added image

Click Save.


Using Invoices in Your Events

1 Access the Event Configuration page. Under Solutions at the top of the page, select Events. Select your event. Hover over Event Details and, under General, click Event Configuration.

2 Enable invoices. Click Edit and scroll to the Pricing section. Check Invoicing. If you chose to set up the prefix for each event, a text box will appear. Enter your prefix.

 
User-added image
 
NOTE: Plan to create printable invoices? Don't forget to check Badges and Certificates under Onsite.

Click Save.

3 Create the printable invoice, if necessary.
An invoice template will be available in Website & Registration > Onsite > Badges & Certificates, that you can customize to fit your branding.

However, if you want to create your own, hover over Website & Registration and, under Onsite, click Badges & Certificates.

Click Create New. Give your invoice a name you recognize, then in the Display Name field, provide a name that your registrants will know. From the Type dropdown, select Invoice.


Click the Stock ellipses (...) and select Letter Portrait, 8.5" x 11".

Continue creating your invoice.

 
User-added image
 
Once you're done, click Finish.

4 Add invoice data tags to an email, if necessary. Hover over Promotion & Communication and, under Email, click Event Emails.

If applicable, select an invitation list from the dropdown. Create a custom Flex or Classic email
or click the name of an existing email you want to edit.

The Details section opens by default. Click the neighboring tab, Content, for a Classic event, or Design Email for a Flex event. Use one of the data tags below.
 
User-added image

Don't forget to Save your work.

5 View your invoicing data. Hover over Reporting and, under Reports, click Reports (New).

Scroll down to Financial Reports section, and click Order Details. Hover over Data in the top right, then click Change Report Data. Click the neighboring tab, Fields. Scroll down to the Order Information 
section, then click Invoice Number. Then click Run.

 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Give the gift of proof by making an invoice. Invitees can print them after registering or receive them in an email and you can run the numbers any time with an invoice report. Best of all, knowing their company is footing the bill will make attendees more easy-going when they walk through the door.
 

Formatting Your Invoices

1 Access the Invoice Format Settings page. Begin by clicking Admin in the top right. Hover over Events and, under Agenda Items & Fees, click Invoicing.

2 Establish the format settings. Click Edit.

Determine if the prefix will be the same for all of your invoices or if it will differ per event. These are a string of up to six characters that can appear at the beginning of the invoice.


 
NOTE: You'll add event-specific prefixes in Events > Event Details > Event Configuration.

The anchor value is the section of your invoice number that will never reset, preventing duplicates. Your options include:
 
  • Order Date reflects the order purchase date. Choose how the date should display, then determine whether the registrant and order number segments will reset to 0001 each month or every year.
 
User-added image
 
  • Event Number will change for each event with the first one starting at 0001. Each newly created event will increase the anchor value by 1. The registrant and order number will appear after the anchor and will be refreshed for each event, preventing the invoices from getting too long.
     
User-added image
 
The four-digit number that appears after the anchor value is the registrant number. This can be removed, decreasing the invoice number to 9 characters. Simply switch "Include a registration number" to No.
 
User-added image

Click Save.


Using Invoices in Your Events

1 Access the Event Configuration page. Under Solutions at the top of the page, select Events. Select your event. Hover over Event Details and, under General, click Event Configuration.

2 Enable invoices. Click Edit and scroll to the Pricing section. Check Invoicing. If you chose to set up the prefix for each event, a text box will appear. Enter your prefix.

 
User-added image
 
NOTE: Plan to create printable invoices? Don't forget to check Badges and Certificates under Onsite.

Click Save.

3 Create the printable invoice, if necessary.
An invoice template will be available in Website & Registration > Onsite > Badges & Certificates, that you can customize to fit your branding.

However, if you want to create your own, hover over Website & Registration and, under Onsite, click Badges & Certificates.

Click Create New. Give your invoice a name you recognize, then in the Display Name field, provide a name that your registrants will know. From the Type dropdown, select Invoice.


Click the Stock ellipses (...) and select Letter Portrait, 8.5" x 11".

Continue creating your invoice.

 
User-added image
 
Once you're done, click Finish.

4 Add invoice data tags to an email, if necessary. Hover over Promotion & Communication and, under Email, click Event Emails.

If applicable, select an invitation list from the dropdown. Create a custom Flex or Classic email
or click the name of an existing email you want to edit.

The Details section opens by default. Click the neighboring tab, Content, for a Classic event, or Design Email for a Flex event. Use one of the data tags below.
 
User-added image

Don't forget to Save your work.

5 View your invoicing data. Hover over Reporting and, under Reports, click Reports (New).

Scroll down to Financial Reports section, and click Order Details. Hover over Data in the top right, then click Change Report Data. Click the neighboring tab, Fields. Scroll down to the Order Information 
section, then click Invoice Number. Then click Run.

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Give the gift of proof by making an invoice. Invitees can print them after registering or receive them in an email and you can run the numbers any time with an invoice report. Best of all, knowing their company is footing the bill will make attendees more easy-going when they walk through the door.
 

Formatting Your Invoices

1 Access the Invoice Format Settings page. Begin by clicking Admin in the top right. Hover over Events and, under Agenda Items & Fees, click Invoicing.

2 Establish the format settings. Click Edit.

Determine if the prefix will be the same for all of your invoices or if it will differ per event. These are a string of up to six characters that can appear at the beginning of the invoice.


 
NOTE: You'll add event-specific prefixes in Events > Event Details > Event Configuration.

The anchor value is the section of your invoice number that will never reset, preventing duplicates. Your options include:
 
  • Order Date reflects the order purchase date. Choose how the date should display, then determine whether the registrant and order number segments will reset to 0001 each month or every year.
 
User-added image
 
  • Event Number will change for each event with the first one starting at 0001. Each newly created event will increase the anchor value by 1. The registrant and order number will appear after the anchor and will be refreshed for each event, preventing the invoices from getting too long.
     
User-added image
 
The four-digit number that appears after the anchor value is the registrant number. This can be removed, decreasing the invoice number to 9 characters. Simply switch "Include a registration number" to No.
 
User-added image

Click Save.


Using Invoices in Your Events

1 Access the Event Configuration page. Under Solutions at the top of the page, select Events. Select your event. Hover over Event Details and, under General, click Event Configuration.

2 Enable invoices. Click Edit and scroll to the Pricing section. Check Invoicing. If you chose to set up the prefix for each event, a text box will appear. Enter your prefix.

 
User-added image
 
NOTE: Plan to create printable invoices? Don't forget to check Badges and Certificates under Onsite.

Click Save.

3 Create the printable invoice, if necessary.
An invoice template will be available in Website & Registration > Onsite > Badges & Certificates, that you can customize to fit your branding.

However, if you want to create your own, hover over Website & Registration and, under Onsite, click Badges & Certificates.

Click Create New. Give your invoice a name you recognize, then in the Display Name field, provide a name that your registrants will know. From the Type dropdown, select Invoice.


Click the Stock ellipses (...) and select Letter Portrait, 8.5" x 11".

Continue creating your invoice.

 
User-added image
 
Once you're done, click Finish.

4 Add invoice data tags to an email, if necessary. Hover over Promotion & Communication and, under Email, click Event Emails.

If applicable, select an invitation list from the dropdown. Create a custom Flex or Classic email
or click the name of an existing email you want to edit.

The Details section opens by default. Click the neighboring tab, Content, for a Classic event, or Design Email for a Flex event. Use one of the data tags below.
 
User-added image

Don't forget to Save your work.

5 View your invoicing data. Hover over Reporting and, under Reports, click Reports (New).

Scroll down to Financial Reports section, and click Order Details. Hover over Data in the top right, then click Change Report Data. Click the neighboring tab, Fields. Scroll down to the Order Information 
section, then click Invoice Number. Then click Run.

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Give the gift of proof by making an invoice. Invitees can print them after registering or receive them in an email and you can run the numbers any time with an invoice report. Best of all, knowing their company is footing the bill will make attendees more easy-going when they walk through the door.
 

Formatting Your Invoices

1 Access the Invoice Format Settings page. Begin by clicking Admin in the top right. Hover over Events and, under Agenda Items & Fees, click Invoicing.

2 Establish the format settings. Click Edit.

Determine if the prefix will be the same for all of your invoices or if it will differ per event. These are a string of up to six characters that can appear at the beginning of the invoice.


 
NOTE: You'll add event-specific prefixes in Events > Event Details > Event Configuration.

The anchor value is the section of your invoice number that will never reset, preventing duplicates. Your options include:
 
  • Order Date reflects the order purchase date. Choose how the date should display, then determine whether the registrant and order number segments will reset to 0001 each month or every year.
 
User-added image
 
  • Event Number will change for each event with the first one starting at 0001. Each newly created event will increase the anchor value by 1. The registrant and order number will appear after the anchor and will be refreshed for each event, preventing the invoices from getting too long.
     
User-added image
 
The four-digit number that appears after the anchor value is the registrant number. This can be removed, decreasing the invoice number to 9 characters. Simply switch "Include a registration number" to No.
 
User-added image

Click Save.


Using Invoices in Your Events

1 Access the Event Configuration page. Under Solutions at the top of the page, select Events. Select your event. Hover over Event Details and, under General, click Event Configuration.

2 Enable invoices. Click Edit and scroll to the Pricing section. Check Invoicing. If you chose to set up the prefix for each event, a text box will appear. Enter your prefix.

 
User-added image
 
NOTE: Plan to create printable invoices? Don't forget to check Badges and Certificates under Onsite.

Click Save.

3 Create the printable invoice, if necessary.
An invoice template will be available in Website & Registration > Onsite > Badges & Certificates, that you can customize to fit your branding.

However, if you want to create your own, hover over Website & Registration and, under Onsite, click Badges & Certificates.

Click Create New. Give your invoice a name you recognize, then in the Display Name field, provide a name that your registrants will know. From the Type dropdown, select Invoice.


Click the Stock ellipses (...) and select Letter Portrait, 8.5" x 11".

Continue creating your invoice.

 
User-added image
 
Once you're done, click Finish.

4 Add invoice data tags to an email, if necessary. Hover over Promotion & Communication and, under Email, click Event Emails.

If applicable, select an invitation list from the dropdown. Create a custom Flex or Classic email
or click the name of an existing email you want to edit.

The Details section opens by default. Click the neighboring tab, Content, for a Classic event, or Design Email for a Flex event. Use one of the data tags below.
 
User-added image

Don't forget to Save your work.

5 View your invoicing data. Hover over Reporting and, under Reports, click Reports (New).

Scroll down to Financial Reports section, and click Order Details. Hover over Data in the top right, then click Change Report Data. Click the neighboring tab, Fields. Scroll down to the Order Information 
section, then click Invoice Number. Then click Run.

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Give the gift of proof by making an invoice. Invitees can print them after registering or receive them in an email and you can run the numbers any time with an invoice report. Best of all, knowing their company is footing the bill will make attendees more easy-going when they walk through the door.
 

Formatting Your Invoices

1 Access the Invoice Format Settings page. Begin by clicking Admin in the top right. Hover over Events and, under Agenda Items & Fees, click Invoicing.

2 Establish the format settings. Click Edit.

Determine if the prefix will be the same for all of your invoices or if it will differ per event. These are a string of up to six characters that can appear at the beginning of the invoice.


 
NOTE: You'll add event-specific prefixes in Events > Event Details > Event Configuration.

The anchor value is the section of your invoice number that will never reset, preventing duplicates. Your options include:
 
  • Order Date reflects the order purchase date. Choose how the date should display, then determine whether the registrant and order number segments will reset to 0001 each month or every year.
 
User-added image
 
  • Event Number will change for each event with the first one starting at 0001. Each newly created event will increase the anchor value by 1. The registrant and order number will appear after the anchor and will be refreshed for each event, preventing the invoices from getting too long.
     
User-added image
 
The four-digit number that appears after the anchor value is the registrant number. This can be removed, decreasing the invoice number to 9 characters. Simply switch "Include a registration number" to No.
 
User-added image

Click Save.


Using Invoices in Your Events

1 Access the Event Configuration page. Under Solutions at the top of the page, select Events. Select your event. Hover over Event Details and, under General, click Event Configuration.

2 Enable invoices. Click Edit and scroll to the Pricing section. Check Invoicing. If you chose to set up the prefix for each event, a text box will appear. Enter your prefix.

 
User-added image
 
NOTE: Plan to create printable invoices? Don't forget to check Badges and Certificates under Onsite.

Click Save.

3 Create the printable invoice, if necessary.
An invoice template will be available in Website & Registration > Onsite > Badges & Certificates, that you can customize to fit your branding.

However, if you want to create your own, hover over Website & Registration and, under Onsite, click Badges & Certificates.

Click Create New. Give your invoice a name you recognize, then in the Display Name field, provide a name that your registrants will know. From the Type dropdown, select Invoice.


Click the Stock ellipses (...) and select Letter Portrait, 8.5" x 11".

Continue creating your invoice.

 
User-added image
 
Once you're done, click Finish.

4 Add invoice data tags to an email, if necessary. Hover over Promotion & Communication and, under Email, click Event Emails.

If applicable, select an invitation list from the dropdown. Create a custom Flex or Classic email
or click the name of an existing email you want to edit.

The Details section opens by default. Click the neighboring tab, Content, for a Classic event, or Design Email for a Flex event. Use one of the data tags below.
 
User-added image

Don't forget to Save your work.

5 View your invoicing data. Hover over Reporting and, under Reports, click Reports (New).

Scroll down to Financial Reports section, and click Order Details. Hover over Data in the top right, then click Change Report Data. Click the neighboring tab, Fields. Scroll down to the Order Information 
section, then click Invoice Number. Then click Run.

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.