Invoices
- An Invoice record is created when someone makes a partial or full payment via the Event registration process.
- The Invoice page is found in the Products & Payments folder and 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 on the My Purchase History page of the Portal 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, the Add a Payment tool, or by clicking on new from the Invoice page in rare cases.
- The Add a Payment Tool is the best practice for creating new invoices and should be used when invoices are not automatically generated. We do not advise creating invoices manually on the Invoices page. See Payments FAQ for more scenarios.
- The BMT does not create invoices.
- 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 will be 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 in the Portal.Note: If this field is left blank during the registration process, it will be blank on a printed invoice.