Event invoices

To always automatically generate event invoices and adjustments (including cancellations), do the following:

1. Go to Settings > Events > General.
2. Enable Automatically generate invoices for registrations and adjustments upon checkout.
3. To only automatically issue invoices for registrations and adjustments that have an open balance, then also enable Registrations and adjustments with a non-zero balance only. Registrations and adjustments without an open balance must be manually invoiced.
4. Click Save.

Any new registration or adjustment, including cancellations, are automatically invoiced.

When the Automatically generate invoices for registrations and adjustments upon checkout setting (Settings > Events > General) is disabled, event invoices are assigned a reference number until the invoice is manually generated. After the invoice is manually generated, the invoice is assigned an official invoice number.

Reference invoices appear in Finance > Invoices and on user profile pages, and you are able to pay off these invoices; however, it is a best practice to generate invoices when you begin managing invoices for a specific event. After official and unofficial invoices are generated, you can view the invoices from Reports > Event reports > Event invoice and from Event-specific dashboard > Run reports > View invoices.

Note: To manually generate event invoices, you must be a system administrator, or a staff user with an Events: 2 module authorization level.

Do the following to manually generate invoices for a particular event:

1. Go to Events > Find events.
2. Open the event, then click the Dashboard tab.
3. Click Generate invoices.
• By default, Registrations with an outstanding balance is automatically enabled. Leave this option enabled to only generate invoices for registrants that have an outstanding balance. Disable this option if you need to generate invoices for all registrants. If Registrations with an outstanding balance only option is enabled, then invoices for registrations with no outstanding balance are not assigned an invoice number. The invoice date is updated to the date you generate the invoice.
• Staff can also add cancelled registrations to the event invoice by selecting Include cancelled registrations.

Note: If a separate invoice is preferred for cancelled registrations, the setting Create separate invoices for event adjustments needs to be enabled. In addition, the original registration needs to be posted and invoiced before cancellation. Otherwise, both the registration and the cancellation will appear on the same invoice even if the setting is enabled.

4. Click Generate Invoices. Depending on the number of invoices being generated, the processing time will vary.
5. Select View invoices to review the invoices you just generated.

Viewing invoices for a specific event

After official and unofficial invoices are generated, view the invoices in one of the following ways:

• View invoices from the Event Invoice report in Reports:
  1. Go to Reports > Event reports.
  2. Double-click the Event Invoice report.
  3. Select the Event and whether the report should include all invoices or only open invoices.
  4. Click Run Report.
• View invoices from the event-specific dashboard:
  1. Go to Events > Find events.
  2. Open the event, then click the Dashboard tab.
  3. Click Run reports, then click View invoices.

  Note: To only view generated invoices and exclude reference invoices, enter a date range in the Generated between fields.

Printing invoices for a specific event

Staff users can print event invoices directly from the event-specific dashboard:

1. Go to Events > Find events.
2. Open the event, then click the Dashboard tab.
3. Click Run reports, then click View invoices.
   Click to view image

   

4. Search for a specific invoice, or click Print Invoices.
5.  Click the PDF icon to export the invoices to PDF for printing.

Searching for a specific invoice to print

Do the following to print an event invoice from Reports:

1. Go to Reports > Event reports.
2. Open the Event Invoice report.
3. From here, you can filter invoices based on the following criteria:
   • Event name
   • All invoices or open invoices only
   • Dates
   • Registrant ID
   • Bill To ID
   • Invoice Number
   • Order Number
   • Logo display or not
4. Click Run Report.
5. Click the PDF icon to export the invoices to PDF for printing.

Members printing their own event invoices

Members are able to print their own invoices:

1. From the registrant's profile page, click the My Participation tab.
2. Find one of the following panels, then perform the following:
   • Upcoming events - Select View registration. Scroll down to the Invoices section, then select the Invoice Number.
   • Recent transactions - Select the Order Number. Scroll down to the Invoices section, then select the Invoice Number.
   • Invoices - Select the Invoice Number.
3. Click the Print tab, then click the PDF button.
4. After the PDF downloads, choose to print the invoice to your local printer.

Event invoices can be emailed to event registrants by adding the Event Invoice or Event Invoice Report Writer report as an attachment to a communication.

Out-of-the-box, the Event invoice and Event Invoice Attachment communication templates come preconfigured with the Event Invoice or Event Invoice Report Writer report attached, respectively. Before emailing event invoices, you must create your own event invoice template.

Creating the communication template

Do the following to create your own event invoice communication with an attached event invoice report:

1. Go to Marketing > Communication templates > Templates > Samples.
2. Select the Event Invoice or Event Invoice Attachment template.
3. Select Organize > Copy.
4. Open the Templates folder, then Paste the template.
5. Open the new template, and make the desired edits, such as removing and updating all of the ASI and iMIS sample information.
6. Save the template.

Emailing the invoice

Do the following to email event invoices for specific events:

1. Go to Events > Find events.
2. Open the event, then click the Dashboard tab.
3. Click Run reports, then click View invoices.
4. Enter search parameters to locate specific recipients, or click Email to email the entire list.
5. Click Open, then select the modified event invoice template you just created.
6. Review the communication, then click Send. Review the Communication Confirmation, then click Yes, Send Now or No, Go Back to make additional changes.

An event invoice will appear on the My Participation tab of a registrant's profile page after the associated batch has been posted in the My open invoices section. A member or a staff person can pay the invoices that appear in this section. Staff people can also pay for event invoices from the invoice detail page.

From the user profile page

To pay an invoice from a registrant's profile page, do the following:

1. Navigate to the registrant's profile page.
2. Click the Participation tab.
3. Enable the Pay checkbox for the invoice.
4. Click Add To Cart.
5. Fill out the Payment details, then click Submit Order.

From the invoice detail page

To search for an invoice and then pay it, do the following:

1. From the Staff site, go to Finance > Invoices.
2. Search for the desired invoice.
3. Select the Invoice Number to open the invoice.
4. Click Pay Invoice.
5. Fill out the Payment details, then click Submit Order.