Conference Tracker: How do I design invoices?

Conference Tracker: How do I design invoices?

Introduction

Administrators in Conference Tracker can design invoices for the conference. These invoices display the list of services provided with their costs beside them. This article will explain how to use the invoice designer.

Step-By-Step

1. Navigate to Registration > Invoices.

2. Click the Create button.

3. Give the invoice a name and description, then click either Save & Design to begin working on the design immediately, or Save Changes to design it later.

This article assumes Save & Design was clicked.

4. Select a pre-made invoice template from the available list or click Show Invoice Designer to start from scratch.

5. Once in the designer, play around with items on the invoice by clicking and dragging them to different positions.

Items on the invoice can be edited by clicking on them, then scrolling down to view additional options. Here, options like font type and sizes can be changed.

6. Add new items to the invoice by clicking on Text, Image, or Table, under the "Toolbox" on the right.