Invoices
- An Invoice record is created when someone makes a partial or full payment via the Event registration process.
- Invoices are located under . This page has various views to help you determine whether any records have outstanding balances or need to be reassigned.
- Individuals can interact with their own Invoice records and pay the outstanding balance using the My Invoices widget as long as Invoice Detail and Payment Detail records are configured properly. See the Payment FAQ article for more information.
- Invoices are created either through an online payment or the Add a Payment tool. In rare cases, they may be manually created by clicking New Invoice from the Invoices page, but we don't advise that. We recommend using the Add a Payment Tool as the best practice for creating new invoices that aren't automatically generated.
- The BMT does not create invoices.
- From the Invoice record, you can click the Invoice Detail tab to view the associated products and line totals.
- The person who will have the invoice is the purchaser. In some cases, this may need to be changed as one person may have paid the deposit for a friend, but the friend is responsible for the remainder. It also may happen when a parent pays a portion and they want the other spouse to be able to make the rest of the payment and/or be contacted about them.
- When you print invoices, the Invoice Printout and Selected reports get the recipient information from what is entered in the Attendee field during registration.
Note: If this field is left blank during the registration process, it will be blank on a printed invoice.