Create an Invoice Detail
- You can add an invoice detail in one of the following places:
- In the navigation menu, click .
- In the navigation menu, click , open an invoice, and click the Invoice Detail tab.
- Click New Invoice Detail.
- Complete the required information.
- Click Save.
Invoice Detail Fields
A list of fields you'll encounter for Invoice Detail records and what they mean.
To view Invoice Detail records, go to . The fields on the Invoice Detail record are as follows:
- Recipient Contact
- The person who is signed up for the event related to the invoice.
- Event Participant
- The Event Participant record of the person who is registered to attend the event related to the invoice.
- Item Quantity
- The quantity of product option prices this person purchased.
- Line Total
- The total amount due for this line item.
- Product
- The Product record that was used for this transaction.
- Option Price
- The Product Option Price record that the recipient selected.
- Item Note
- Any notes that the registrant added on the product option price.
- Recipient Name
- The name of the person who is registered for the event.
- Recipient Address
- The address of the person who is registered for the event.
- Recipient Email
- The email address of the person who is registered for the event.
- Recipient Phone
- The phone number of the person who is registered for the event.
- Deposit Requested
- If a deposit was requested (and this field is set to Yes), the deposit price — rather than the base price — will be due and will display in the Invoice Details Widget when the registrant makes the initial payment.