Overriding VAT for a registrant (event attendee)

When entering an event registration, a customer’s VAT details will display on the Register a customer window’s Overview tab, allowing you to decide whether or not to keep the VAT defaults which you defined at the function level. This is especially useful for international events with registrants from different countries.

  1. From Events, select Register a customer to open the Register a customer window.
  2. Select the Overview tab.
  3. Click New.
  4. Enter an Event code (select the lookup icon to look up an event code).
  5. Enter the registrant’s ID (select the lookup icon to look up an ID). The registrant’s name and address information will display on the Register a customer window’s data area.

    6. If the registrant has no record, click Add to go to the Attendee tab:

    • Enter the registrant’s First and Last name.
    • (optional) To add the registrant to your iMIS database, enable the Add to Master option, which creates an ID.
    • Complete the registrant’s information, including company, address, and phone.
    • Select the Overview tab.
  6. Enter the Date. The date defaults to the batch date if Batch Control is used; otherwise, the date defaults to the system date.
  7. If needed, override the Class code.
  8. Enter the Bill To ID if it is different from the registrant’s ID (select the find icon to look up an ID).
  9. If needed, override the VAT code on the event functions the registrant selected:
    • Double-click an event function.
    • Enter the number of registrants in the Qty field.
    • Enter the VAT code in the Tax Code field (select the lookup icon to look up a tax code). The tax calculated for the function displays in the VAT field.
  10. Click Save.